@aglyn/plugins-outreach 1.0.0-beta.164 → 1.0.0-beta.166

package/src/lib/routes/enroll-routes.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/routes/enroll-routes.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport {\n  CAMPAIGN_MEMBERSHIP_FIELD,\n  contactCampaignFieldPath,\n  normalizeCampaignIds,\n} from '@aglyn/aglyn/app-utils/campaign-membership'\nimport { consentGroupForHost } from '@aglyn/aglyn/app-utils/consent-groups'\nimport {\n  CRM_COLLECTIONS,\n  crmLeadStatus,\n  crmViewIsListed,\n  isCrmLeadOpen,\n  normalizeCrmViewFilters,\n} from '@aglyn/aglyn/app-utils/crm'\nimport { dynamicListDimensionsForCrmView } from '@aglyn/aglyn/app-utils/dynamic-list-rule'\nimport type { PluginWebApiHandler } from '@aglyn/aglyn/server'\nimport { findContactByEmail } from '@aglyn/tenant-data-admin/server/contact-email-index'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport { buildOutreachEnrollment, planOutreachFirstDue } from '../engine/enrollment-state'\nimport type { OutreachGateLookups } from '../engine/gates'\nimport {\n  decideOutreachEnrollment,\n  previewOutreachPerson,\n  readOutreachEnrollCandidates,\n  type OutreachEnrollCandidate,\n  type OutreachGateQuestion,\n} from '../enrollment/enroll-people'\nimport { readOutreachGateLookups } from '../enrollment/gate-lookups'\nimport { effectiveOutreachAllowedCountries } from '../model/compliance-settings'\nimport {\n  OUTREACH_ENROLL_BATCH_MAX,\n  type OutreachEnrollOutcome,\n  type OutreachEnrollPreviewResponse,\n  type OutreachEnrollResponse,\n  type OutreachPersonRef,\n} from '../model/outreach-api'\nimport type { OutreachSequence } from '../model/outreach.types'\nimport { readOutreachComplianceSettingsDoc } from '../storage/compliance-settings-store'\nimport {\n  outreachEnrollmentId,\n  outreachOrgCollection,\n  readStoredOutreachMailbox,\n  readStoredOutreachSequence,\n} from '../storage/outreach-records'\nimport { OUTREACH_SEQUENCE_ACTIVITY_TARGET, type OutreachRouteDeps } from './route-deps'\nimport { outreachRouteGate, type OutreachRouteCaller, type OutreachRouteExtraPermission } from './route-gate'\nimport {\n  outreachMethodNotAllowed,\n  outreachOk,\n  outreachRefusal,\n  readOutreachDocumentId,\n  readOutreachJsonBody,\n} from './route-http'\n\n/**\n * ENROLLING PEOPLE IN A SEQUENCE (AGL-2980): `outreach/enroll/preview` and\n * `outreach/enroll`.\n *\n * The preview reads the people a saved Contacts view or a search named —\n * at most {@link OUTREACH_ENROLL_BATCH_MAX} — and says where each stands:\n * eligible, blocked with the gate's own sentence, or waiting on the rep for\n * a personal line and the attestations only they can make. Confirm reads\n * everything again and asks the gates again with what the rep supplied,\n * because a preview is a picture of a moment: someone can unsubscribe\n * between the two, and a request can claim anything. Nothing the preview\n * answered is trusted by the enroll.\n *\n * Both read the CRM's people, so both ask for `data.manage` beside\n * `outreach.use` — the permission the contacts' own rules read with, so\n * Outreach is no side door into the address book.\n *\n * Only an ACTIVE sequence takes people: enrolling schedules the first step\n * in the mailbox's hours, and a draft's steps and a paused sequence's timing\n * are not yet what will be sent.\n */\n\n/** The permission enrolling reads the CRM with. */\nexport const OUTREACH_READS_PEOPLE: OutreachRouteExtraPermission = {\n  key: 'data.manage',\n  refusal: \"Enrolling reads your CRM's contacts, and your role does not include Manage data.\",\n}\n\n/** Everything enrolling reaches beyond the routes' own dependencies. */\nexport interface OutreachEnrollRouteDeps extends OutreachRouteDeps {\n  /**\n   * The addresses a saved Contacts view selects among one site's contacts,\n   * read the way the dynamic-list sweep reads one, and whether the read\n   * reached the whole view before its budget.\n   */\n  crmViewEmails(input: { hostId: string; viewId: string }): Promise<{ emails: string[]; complete: boolean }>\n}\n\nexport interface OutreachEnrollRoutes {\n  preview: PluginWebApiHandler\n  confirm: PluginWebApiHandler\n}\n\n/** The activity line an enroll writes. */\nexport function outreachEnrolledActivity(count: number): string {\n  return count === 1\n    ? 'Enrolled 1 person in a sequence'\n    : `Enrolled ${count} people in a sequence`\n}\n\n/** Lookups for a person the gates will never be asked about: every one unchecked. */\nconst UNCHECKED: OutreachGateLookups = {\n  platformSuppressed: null,\n  hostSuppressed: null,\n  salesTopicState: null,\n  doNotContact: null,\n  doNotContactDomain: null,\n  workspaceMembers: null,\n  openEnrollments: null,\n  hasInboundEmail: null,\n}\n\ntype Firestore = FirebaseFirestore.Firestore\n\n/** gRPC `ALREADY_EXISTS`, which `create()` rejects with when the document is there. */\nconst ALREADY_EXISTS = 6\n\nasync function loadActiveSequence(\n  firestore: Firestore,\n  orgId: string,\n  rawSequenceId: unknown,\n): Promise<Response | OutreachSequence> {\n  const sequenceId = readOutreachDocumentId(rawSequenceId)\n  if (!sequenceId) return outreachRefusal(400, 'invalid-request', 'Name the sequence to enroll people in.')\n  const snapshot = await outreachOrgCollection(firestore, orgId, 'sequences').doc(sequenceId).get()\n  const sequence = readStoredOutreachSequence(sequenceId, snapshot.exists ? snapshot.data() : undefined)\n  if (!sequence) return outreachRefusal(404, 'sequence-not-found', 'That sequence no longer exists.')\n  if (sequence.status === 'archived') {\n    return outreachRefusal(409, 'sequence-archived', 'This sequence is archived and takes no one new.')\n  }\n  if (sequence.status !== 'active') {\n    return outreachRefusal(409, 'sequence-not-active', 'Activate this sequence before enrolling people.')\n  }\n  return sequence\n}\n\n/** What every person in one request is judged against. */\ninterface EnrollContext {\n  settings: OutreachGateQuestion['settings']\n  contactGroupId: string\n  siteName: string\n}\n\nasync function enrollContext(\n  firestore: Firestore,\n  caller: OutreachRouteCaller,\n  sequence: OutreachSequence,\n): Promise<EnrollContext> {\n  const [orgSettings, host] = await Promise.all([\n    readOutreachComplianceSettingsDoc(firestore, caller.orgId),\n    firestore.collection('hosts').doc(sequence.hostId).get(),\n  ])\n  return {\n    // The organization's countries are a ceiling over the sequence's.\n    settings: {\n      ...sequence.settings,\n      allowedCountries: effectiveOutreachAllowedCountries(\n        sequence.settings.allowedCountries,\n        orgSettings.allowedCountries,\n      ),\n    },\n    contactGroupId: consentGroupForHost(caller.org, sequence.hostId).groupId,\n    siteName: host.exists ? String(host.get('name') ?? '') : '',\n  }\n}\n\n/**\n * The candidates, the enrollments they already have here, and the gates'\n * lookups — every map keyed by the person's own id.\n *\n * \"Already in this sequence\" is answered two ways (AGL-3234): by the id the\n * person's enrollment would have, and by any enrollment in this sequence\n * that carries the person's ADDRESS. The second is what keeps a contact\n * from being enrolled beside the lead they were converted from: the lead's\n * enrollment followed them, under the lead's key, and still names them.\n */\nasync function readPeople(\n  firestore: Firestore,\n  caller: OutreachRouteCaller,\n  sequence: OutreachSequence,\n  context: EnrollContext,\n  people: readonly OutreachPersonRef[],\n): Promise<{\n  candidates: OutreachEnrollCandidate[]\n  enrolledHere: Set<string>\n  lookups: Map<string, OutreachGateLookups>\n}> {\n  const candidates = await readOutreachEnrollCandidates(firestore, {\n    orgId: caller.orgId,\n    hostId: sequence.hostId,\n    contactGroupId: context.contactGroupId,\n    people,\n  })\n  const enrollments = outreachOrgCollection(firestore, caller.orgId, 'enrollments')\n  const existing = candidates.length\n    ? await firestore.getAll(\n        ...candidates.map((candidate) => enrollments.doc(outreachEnrollmentId(sequence.id, candidate.personId))),\n      )\n    : []\n  const enrolledHere = new Set(\n    candidates.filter((_candidate, index) => existing[index]?.exists).map((candidate) => candidate.personId),\n  )\n  const askable = candidates.filter((candidate) => candidate.contact && candidate.visible && candidate.email)\n  const lookups = askable.length\n    ? await readOutreachGateLookups(firestore, {\n        orgId: caller.orgId,\n        hostId: sequence.hostId,\n        people: askable.map((candidate) => ({\n          personId: candidate.personId,\n          contactId: candidate.contactId || null,\n          leadId: candidate.leadId,\n          email: String(candidate.email),\n        })),\n      })\n    : new Map<string, OutreachGateLookups>()\n  for (const candidate of askable) {\n    const open = lookups.get(candidate.personId)?.openEnrollments ?? []\n    if (open.some((entry) => entry.sequenceId === sequence.id)) enrolledHere.add(candidate.personId)\n  }\n  return { candidates, enrolledHere, lookups }\n}\n\nconst uniqueIds = (values: unknown): string[] =>\n  Array.isArray(values)\n    ? [...new Set(values.map(readOutreachDocumentId).filter((id): id is string => id !== null))]\n    : []\n\n/** The most leads a saved Leads view reads — the Leads list's own window. */\nconst LEADS_VIEW_WINDOW = 200\n\n/**\n * The people a saved LEADS view selects (AGL-3234): the sequence's site's\n * most recently seen leads, narrowed by the view's status clause the way\n * the Leads list narrows its window — open leads when the view names no\n * status, one status when it does, everything for `all`. A lead is the\n * site's own, so there is no address to resolve: the person key IS the id.\n */\nasync function leadsViewPeople(\n  firestore: Firestore,\n  sequence: OutreachSequence,\n  filters: ReturnType<typeof normalizeCrmViewFilters>,\n): Promise<{ people: OutreachPersonRef[]; total: number; truncated: boolean }> {\n  const statusClause = filters.find((clause) => clause.field === 'status' && clause.op === 'equals')\n  const wanted = String(statusClause?.value ?? 'open')\n  const window = await firestore\n    .collection('hosts')\n    .doc(sequence.hostId)\n    .collection('leads')\n    .orderBy('lastSeenAtMs', 'desc')\n    .limit(LEADS_VIEW_WINDOW + 1)\n    .get()\n  const matching = window.docs.slice(0, LEADS_VIEW_WINDOW).filter((doc) => {\n    const lead = doc.data() as Record<string, unknown>\n    if (wanted === 'all') return true\n    if (wanted === 'open') return isCrmLeadOpen(lead as never) && !lead['convertedContactId']\n    return crmLeadStatus(lead as never) === wanted\n  })\n  return {\n    people: matching.slice(0, OUTREACH_ENROLL_BATCH_MAX).map((doc) => ({ kind: 'lead', id: doc.id })),\n    total: matching.length,\n    truncated: matching.length > OUTREACH_ENROLL_BATCH_MAX || window.docs.length > LEADS_VIEW_WINDOW,\n  }\n}\n\nexport function createOutreachEnrollRoutes(deps: OutreachEnrollRouteDeps): OutreachEnrollRoutes {\n  /**\n   * The person joins the sequence's campaigns (AGL-3254), the moment they\n   * are enrolled: `arrayUnion` on the lead's own `campaignIds`, or on the\n   * contact's facet for the sequence's site — the same field, the same\n   * shape, every other campaign member carries — and `enrolled` credited\n   * to each campaign. After the enrollment is created and never before:\n   * a person the create refused joins nothing. Neither write may fail the\n   * enrollment, which already exists; a membership that could not be\n   * stamped is one the list's bulk bar can add by hand.\n   */\n  async function joinSequenceCampaigns(\n    firestore: Firestore,\n    orgId: string,\n    sequence: OutreachSequence,\n    contactGroupId: string,\n    candidate: OutreachEnrollCandidate,\n    nowMs: number,\n  ): Promise<void> {\n    const campaignIds = normalizeCampaignIds(sequence.campaignIds)\n    if (!campaignIds.length) return\n    try {\n      const ref =\n        candidate.target === 'lead' && candidate.leadId\n          ? firestore.collection('hosts').doc(sequence.hostId).collection('leads').doc(candidate.leadId)\n          : candidate.contactId\n            ? firestore.collection('orgs').doc(orgId).collection('contacts').doc(candidate.contactId)\n            : null\n      if (ref) {\n        const field =\n          candidate.target === 'lead' ? CAMPAIGN_MEMBERSHIP_FIELD : contactCampaignFieldPath(contactGroupId)\n        await ref.update({ [field]: FieldValue.arrayUnion(...campaignIds), updatedAt: FieldValue.serverTimestamp() })\n      }\n    } catch (error) {\n      console.error('[outreach] the enrolled person could not join the sequence’s campaigns', error)\n    }\n    try {\n      await deps.creditCampaign({ hostId: sequence.hostId, campaignIds, outcome: 'enrolled', atMs: nowMs })\n    } catch (error) {\n      console.error('[outreach] the enrollment could not be credited to the sequence’s campaigns', error)\n    }\n  }\n\n  /**\n   * The people a source names, the batch limit applied: every contact a\n   * search picked, every lead picked from the sequence's site, or the\n   * people a saved Contacts or Leads view selects there — contacts found by\n   * address, leads by their own key.\n   */\n  async function sourcePeople(\n    firestore: Firestore,\n    caller: OutreachRouteCaller,\n    sequence: OutreachSequence,\n    source: Record<string, unknown>,\n  ): Promise<Response | { people: OutreachPersonRef[]; total: number; truncated: boolean }> {\n    if (source['kind'] === 'contacts' || source['kind'] === 'leads') {\n      const kind = source['kind'] === 'leads' ? 'lead' : 'contact'\n      const ids = uniqueIds(kind === 'lead' ? source['leadIds'] : source['contactIds'])\n      if (!ids.length) return outreachRefusal(400, 'invalid-request', 'Pick the people to enroll.')\n      return {\n        people: ids.slice(0, OUTREACH_ENROLL_BATCH_MAX).map((id) => ({ kind, id })),\n        total: ids.length,\n        truncated: ids.length > OUTREACH_ENROLL_BATCH_MAX,\n      }\n    }\n    if (source['kind'] !== 'view') {\n      return outreachRefusal(400, 'invalid-request', 'Enroll people from a saved view or a search.')\n    }\n    const viewId = readOutreachDocumentId(source['viewId'])\n    const view = viewId\n      ? await firestore.collection('orgs').doc(caller.orgId).collection(CRM_COLLECTIONS.views).doc(viewId).get()\n      : null\n    const data = view?.exists ? (view.data() as Record<string, unknown>) : null\n    // A colleague's private view is theirs: it is not listed for this\n    // reader, so it does not exist for them here either.\n    if (\n      !viewId ||\n      !data ||\n      !crmViewIsListed({ shared: data['shared'] === true, ownerUid: String(data['ownerUid'] ?? '') }, caller.uid)\n    ) {\n      return outreachRefusal(404, 'view-not-found', 'That saved view no longer exists.')\n    }\n    if (data['section'] === 'leads') {\n      return leadsViewPeople(firestore, sequence, normalizeCrmViewFilters(data['filters']))\n    }\n    if (data['section'] !== 'contacts') {\n      return outreachRefusal(400, 'view-unsupported', 'Enroll from a saved view of Contacts or Leads.')\n    }\n    const { unsupported } = dynamicListDimensionsForCrmView(normalizeCrmViewFilters(data['filters']))\n    if (unsupported.length) {\n      // Dropping the filter enrolling cannot read would enroll more people\n      // than the view shows, so the view is refused whole.\n      return outreachRefusal(\n        400,\n        'view-unsupported',\n        `This view filters on ${unsupported.map((clause) => clause.label || clause.field).join(', ')}, which enrolling can't apply. Pick another view, or search.`,\n      )\n    }\n    const { emails, complete } = await deps.crmViewEmails({ hostId: sequence.hostId, viewId })\n    const ordered = [...new Set(emails)].sort()\n    const contacts = firestore.collection('orgs').doc(caller.orgId).collection('contacts')\n    const found = await Promise.all(\n      ordered\n        .slice(0, OUTREACH_ENROLL_BATCH_MAX)\n        .map((email) => findContactByEmail(contacts, email, { hostId: sequence.hostId })),\n    )\n    return {\n      people: [...new Set(found.filter((snapshot) => snapshot).map((snapshot) => String(snapshot?.id)))].map(\n        (id) => ({ kind: 'contact', id }),\n      ),\n      total: ordered.length,\n      truncated: ordered.length > OUTREACH_ENROLL_BATCH_MAX || !complete,\n    }\n  }\n\n  const preview: PluginWebApiHandler = async (request) => {\n    if (request.method !== 'POST') return outreachMethodNotAllowed('POST')\n    const body = await readOutreachJsonBody(request)\n    const caller = await outreachRouteGate(request, body['orgId'], deps.gate, [OUTREACH_READS_PEOPLE])\n    if (caller instanceof Response) return caller\n    const firestore = deps.firestore()\n    const sequence = await loadActiveSequence(firestore, caller.orgId, body['sequenceId'])\n    if (sequence instanceof Response) return sequence\n    const source = body['source'] && typeof body['source'] === 'object' ? (body['source'] as Record<string, unknown>) : {}\n    const named = await sourcePeople(firestore, caller, sequence, source)\n    if (named instanceof Response) return named\n    const context = await enrollContext(firestore, caller, sequence)\n    const { candidates, enrolledHere, lookups } = await readPeople(\n      firestore,\n      caller,\n      sequence,\n      context,\n      named.people,\n    )\n    const people = candidates.map((candidate) =>\n      previewOutreachPerson(\n        {\n          candidate,\n          lookups: lookups.get(candidate.personId) ?? UNCHECKED,\n          settings: context.settings,\n          contactGroupId: context.contactGroupId,\n        },\n        { siteName: context.siteName, alreadyInSequence: enrolledHere.has(candidate.personId) },\n      ),\n    )\n    return outreachOk({\n      ok: true,\n      people,\n      total: named.total,\n      truncated: named.truncated,\n    } satisfies OutreachEnrollPreviewResponse)\n  }\n\n  const confirm: PluginWebApiHandler = async (request) => {\n    if (request.method !== 'POST') return outreachMethodNotAllowed('POST')\n    const body = await readOutreachJsonBody(request)\n    const caller = await outreachRouteGate(request, body['orgId'], deps.gate, [OUTREACH_READS_PEOPLE])\n    if (caller instanceof Response) return caller\n    const firestore = deps.firestore()\n    const sequence = await loadActiveSequence(firestore, caller.orgId, body['sequenceId'])\n    if (sequence instanceof Response) return sequence\n\n    // Each person once, by whichever record they are: a contact by id, or a\n    // lead by its key (AGL-3234). A person named both ways is a contact.\n    const requested = new Map<\n      string,\n      { ref: OutreachPersonRef; personalLine: string; attestations: unknown[] }\n    >()\n    for (const entry of Array.isArray(body['people']) ? body['people'] : []) {\n      const person = (entry && typeof entry === 'object' ? entry : {}) as Record<string, unknown>\n      const contactId = readOutreachDocumentId(person['contactId'])\n      const leadId = readOutreachDocumentId(person['leadId'])\n      const ref: OutreachPersonRef | null = contactId\n        ? { kind: 'contact', id: contactId }\n        : leadId\n          ? { kind: 'lead', id: leadId }\n          : null\n      if (!ref || requested.has(ref.id)) continue\n      requested.set(ref.id, {\n        ref,\n        personalLine: typeof person['personalLine'] === 'string' ? person['personalLine'] : '',\n        attestations: Array.isArray(person['attestations']) ? person['attestations'] : [],\n      })\n    }\n    if (!requested.size) return outreachRefusal(400, 'invalid-request', 'Pick the people to enroll.')\n    if (requested.size > OUTREACH_ENROLL_BATCH_MAX) {\n      return outreachRefusal(\n        400,\n        'invalid-request',\n        `Enroll at most ${OUTREACH_ENROLL_BATCH_MAX} people at a time.`,\n      )\n    }\n\n    const mailboxSnapshot = sequence.mailboxId\n      ? await outreachOrgCollection(firestore, caller.orgId, 'mailboxes').doc(sequence.mailboxId).get()\n      : null\n    const mailbox = readStoredOutreachMailbox(\n      sequence.mailboxId,\n      mailboxSnapshot?.exists ? mailboxSnapshot.data() : undefined,\n    )\n    if (!mailbox || mailbox.status === 'disconnected') {\n      return outreachRefusal(\n        409,\n        'mailbox-unavailable',\n        \"This sequence's mailbox is no longer connected. Choose another mailbox for it before enrolling people.\",\n      )\n    }\n    const nowMs = deps.now()\n    if (planOutreachFirstDue({ sequence, mailbox, enrolledAtMs: nowMs, random: deps.random }) === null) {\n      return outreachRefusal(\n        409,\n        'mailbox-unavailable',\n        \"This sequence's sending hours never open in its mailbox's timezone. Fix the hours before enrolling people.\",\n      )\n    }\n\n    const context = await enrollContext(firestore, caller, sequence)\n    const { candidates, enrolledHere, lookups } = await readPeople(\n      firestore,\n      caller,\n      sequence,\n      context,\n      [...requested.values()].map((entry) => entry.ref),\n    )\n    const enrollments = outreachOrgCollection(firestore, caller.orgId, 'enrollments')\n    const results: OutreachEnrollOutcome[] = await Promise.all(\n      candidates.map(async (candidate): Promise<OutreachEnrollOutcome> => {\n        const named = {\n          personId: candidate.personId,\n          target: candidate.target,\n          contactId: candidate.contactId,\n          leadId: candidate.leadId,\n        }\n        const supplied = requested.get(candidate.personId) ?? { personalLine: '', attestations: [] }\n        const decision = decideOutreachEnrollment(\n          {\n            candidate,\n            lookups: lookups.get(candidate.personId) ?? UNCHECKED,\n            settings: context.settings,\n            contactGroupId: context.contactGroupId,\n          },\n          { siteName: context.siteName, alreadyInSequence: enrolledHere.has(candidate.personId) },\n          { personalLine: supplied.personalLine, attestations: supplied.attestations, uid: caller.uid, nowMs },\n        )\n        if (!decision.allowed || !decision.email) {\n          return { ...named, email: candidate.email, outcome: 'blocked', blocks: decision.blocks }\n        }\n        const id = outreachEnrollmentId(sequence.id, candidate.personId)\n        const enrollment = buildOutreachEnrollment({\n          id,\n          sequence,\n          mailbox,\n          target: candidate.target,\n          contactId: candidate.contactId,\n          leadId: candidate.leadId,\n          contactName: candidate.name,\n          email: decision.email,\n          cold: decision.cold,\n          personalLine: supplied.personalLine,\n          attestations: decision.attestations,\n          enrolledByUid: caller.uid,\n          nowMs,\n          random: deps.random,\n        })\n        try {\n          await enrollments.doc(id).create(enrollment)\n        } catch (error) {\n          if ((error as { code?: unknown })?.code !== ALREADY_EXISTS) throw error\n          return {\n            ...named,\n            email: candidate.email,\n            outcome: 'blocked',\n            blocks: [\n              {\n                code: 'already_in_sequence',\n                reason: \"This person has already been in this sequence, so they won't be sent its emails again.\",\n              },\n            ],\n          }\n        }\n        await joinSequenceCampaigns(firestore, caller.orgId, sequence, context.contactGroupId, candidate, nowMs)\n        return { ...named, email: decision.email, outcome: 'enrolled', enrollmentId: id }\n      }),\n    )\n    const enrolled = results.filter((result) => result.outcome === 'enrolled').length\n    if (enrolled) {\n      await deps.logOrgActivity(\n        caller.orgId,\n        { uid: caller.uid, email: caller.email },\n        outreachEnrolledActivity(enrolled),\n        { type: OUTREACH_SEQUENCE_ACTIVITY_TARGET, id: sequence.id, name: sequence.name },\n      )\n    }\n    return outreachOk({ ok: true, results, enrolled } satisfies OutreachEnrollResponse)\n  }\n\n  return { preview, confirm 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+{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/routes/enroll-routes.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport {\n  CAMPAIGN_MEMBERSHIP_FIELD,\n  contactCampaignFieldPath,\n  normalizeCampaignIds,\n} from '@aglyn/aglyn/app-utils/campaign-membership'\nimport { consentGroupForHost } from '@aglyn/aglyn/app-utils/consent-groups'\nimport { scopeTokensForHost } from '@aglyn/aglyn/app-utils/scope-tokens'\nimport {\n  CRM_COLLECTIONS,\n  crmLeadStatus,\n  crmViewIsListed,\n  isCrmLeadOpen,\n  normalizeCrmViewFilters,\n} from '@aglyn/aglyn/app-utils/crm'\nimport { dynamicListDimensionsForCrmView } from '@aglyn/aglyn/app-utils/dynamic-list-rule'\nimport type { PluginRecordTimelineWriter } from '@aglyn/aglyn/plugin-manager/plugin-record-timeline'\nimport type { PluginWebApiHandler } from '@aglyn/aglyn/server'\nimport { findContactByEmail } from '@aglyn/tenant-data-admin/server/contact-email-index'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport { outreachEnrolledEntry } from '../engine/enrollment-activity'\nimport { buildOutreachEnrollment, planOutreachFirstDue } from '../engine/enrollment-state'\nimport type { OutreachGateLookups } from '../engine/gates'\nimport {\n  decideOutreachEnrollment,\n  previewOutreachPerson,\n  readOutreachEnrollCandidates,\n  type OutreachEnrollCandidate,\n  type OutreachGateQuestion,\n} from '../enrollment/enroll-people'\nimport { readOutreachGateLookups } from '../enrollment/gate-lookups'\nimport { effectiveOutreachAllowedCountries } from '../model/compliance-settings'\nimport {\n  OUTREACH_ENROLL_BATCH_MAX,\n  type OutreachEnrollOutcome,\n  type OutreachEnrollPreviewResponse,\n  type OutreachEnrollResponse,\n  type OutreachPersonRef,\n} from '../model/outreach-api'\nimport type { OutreachSequence } from '../model/outreach.types'\nimport { readOutreachComplianceSettingsDoc } from '../storage/compliance-settings-store'\nimport { fileOutreachNote } from '../runtime/timeline'\nimport {\n  outreachEnrollmentId,\n  outreachEnrollmentLink,\n  outreachOrgCollection,\n  readStoredOutreachMailbox,\n  readStoredOutreachSequence,\n} from '../storage/outreach-records'\nimport { OUTREACH_SEQUENCE_ACTIVITY_TARGET, type OutreachRouteDeps } from './route-deps'\nimport { outreachRouteGate, type OutreachRouteCaller, type OutreachRouteExtraPermission } from './route-gate'\nimport {\n  outreachMethodNotAllowed,\n  outreachOk,\n  outreachRefusal,\n  readOutreachDocumentId,\n  readOutreachJsonBody,\n} from './route-http'\n\n/**\n * ENROLLING PEOPLE IN A SEQUENCE (AGL-2980): `outreach/enroll/preview` and\n * `outreach/enroll`.\n *\n * The preview reads the people a saved Contacts view or a search named —\n * at most {@link OUTREACH_ENROLL_BATCH_MAX} — and says where each stands:\n * eligible, blocked with the gate's own sentence, or waiting on the rep for\n * a personal line and the attestations only they can make. Confirm reads\n * everything again and asks the gates again with what the rep supplied,\n * because a preview is a picture of a moment: someone can unsubscribe\n * between the two, and a request can claim anything. Nothing the preview\n * answered is trusted by the enroll.\n *\n * Both read the CRM's people, so both ask for `data.manage` beside\n * `outreach.use` — the permission the contacts' own rules read with, so\n * Outreach is no side door into the address book.\n *\n * Only an ACTIVE sequence takes people: enrolling schedules the first step\n * in the mailbox's hours, and a draft's steps and a paused sequence's timing\n * are not yet what will be sent.\n */\n\n/** The permission enrolling reads the CRM with. */\nexport const OUTREACH_READS_PEOPLE: OutreachRouteExtraPermission = {\n  key: 'data.manage',\n  refusal: \"Enrolling reads your CRM's contacts, and your role does not include Manage data.\",\n}\n\n/** Everything enrolling reaches beyond the routes' own dependencies. */\nexport interface OutreachEnrollRouteDeps extends OutreachRouteDeps {\n  /**\n   * The addresses a saved Contacts view selects among one site's contacts,\n   * read the way the dynamic-list sweep reads one, and whether the read\n   * reached the whole view before its budget.\n   */\n  crmViewEmails(input: { hostId: string; viewId: string }): Promise<{ emails: string[]; complete: boolean }>\n  /**\n   * The workspace's record system on the timeline seam (AGL-3274), when a\n   * plugin keeps one: the enroll files \"Enrolled in\" on the person's record\n   * — the runtime's `timeline`, reached the same way.\n   */\n  timeline(): PluginRecordTimelineWriter | null\n}\n\nexport interface OutreachEnrollRoutes {\n  preview: PluginWebApiHandler\n  confirm: PluginWebApiHandler\n}\n\n/** The activity line an enroll writes. */\nexport function outreachEnrolledActivity(count: number): string {\n  return count === 1\n    ? 'Enrolled 1 person in a sequence'\n    : `Enrolled ${count} people in a sequence`\n}\n\n/** Lookups for a person the gates will never be asked about: every one unchecked. */\nconst UNCHECKED: OutreachGateLookups = {\n  platformSuppressed: null,\n  hostSuppressed: null,\n  salesTopicState: null,\n  doNotContact: null,\n  doNotContactDomain: null,\n  workspaceMembers: null,\n  openEnrollments: null,\n  hasInboundEmail: null,\n}\n\ntype Firestore = FirebaseFirestore.Firestore\n\n/** gRPC `ALREADY_EXISTS`, which `create()` rejects with when the document is there. */\nconst ALREADY_EXISTS = 6\n\nasync function loadActiveSequence(\n  firestore: Firestore,\n  orgId: string,\n  rawSequenceId: unknown,\n): Promise<Response | OutreachSequence> {\n  const sequenceId = readOutreachDocumentId(rawSequenceId)\n  if (!sequenceId) return outreachRefusal(400, 'invalid-request', 'Name the sequence to enroll people in.')\n  const snapshot = await outreachOrgCollection(firestore, orgId, 'sequences').doc(sequenceId).get()\n  const sequence = readStoredOutreachSequence(sequenceId, snapshot.exists ? snapshot.data() : undefined)\n  if (!sequence) return outreachRefusal(404, 'sequence-not-found', 'That sequence no longer exists.')\n  if (sequence.status === 'archived') {\n    return outreachRefusal(409, 'sequence-archived', 'This sequence is archived and takes no one new.')\n  }\n  if (sequence.status !== 'active') {\n    return outreachRefusal(409, 'sequence-not-active', 'Activate this sequence before enrolling people.')\n  }\n  return sequence\n}\n\n/** What every person in one request is judged against. */\ninterface EnrollContext {\n  settings: OutreachGateQuestion['settings']\n  contactGroupId: string\n  siteName: string\n}\n\nasync function enrollContext(\n  firestore: Firestore,\n  caller: OutreachRouteCaller,\n  sequence: OutreachSequence,\n): Promise<EnrollContext> {\n  const [orgSettings, host] = await Promise.all([\n    readOutreachComplianceSettingsDoc(firestore, caller.orgId),\n    firestore.collection('hosts').doc(sequence.hostId).get(),\n  ])\n  return {\n    // The organization's countries are a ceiling over the sequence's.\n    settings: {\n      ...sequence.settings,\n      allowedCountries: effectiveOutreachAllowedCountries(\n        sequence.settings.allowedCountries,\n        orgSettings.allowedCountries,\n      ),\n    },\n    contactGroupId: consentGroupForHost(caller.org, sequence.hostId).groupId,\n    siteName: host.exists ? String(host.get('name') ?? '') : '',\n  }\n}\n\n/**\n * The candidates, the enrollments they already have here, and the gates'\n * lookups — every map keyed by the person's own id.\n *\n * \"Already in this sequence\" is answered two ways (AGL-3234): by the id the\n * person's enrollment would have, and by any enrollment in this sequence\n * that carries the person's ADDRESS. The second is what keeps a contact\n * from being enrolled beside the lead they were converted from: the lead's\n * enrollment followed them, under the lead's key, and still names them.\n */\nasync function readPeople(\n  firestore: Firestore,\n  caller: OutreachRouteCaller,\n  sequence: OutreachSequence,\n  context: EnrollContext,\n  people: readonly OutreachPersonRef[],\n): Promise<{\n  candidates: OutreachEnrollCandidate[]\n  enrolledHere: Set<string>\n  lookups: Map<string, OutreachGateLookups>\n}> {\n  const candidates = await readOutreachEnrollCandidates(firestore, {\n    orgId: caller.orgId,\n    hostId: sequence.hostId,\n    contactGroupId: context.contactGroupId,\n    people,\n  })\n  const enrollments = outreachOrgCollection(firestore, caller.orgId, 'enrollments')\n  const existing = candidates.length\n    ? await firestore.getAll(\n        ...candidates.map((candidate) => enrollments.doc(outreachEnrollmentId(sequence.id, candidate.personId))),\n      )\n    : []\n  const enrolledHere = new Set(\n    candidates.filter((_candidate, index) => existing[index]?.exists).map((candidate) => candidate.personId),\n  )\n  const askable = candidates.filter((candidate) => candidate.contact && candidate.visible && candidate.email)\n  const lookups = askable.length\n    ? await readOutreachGateLookups(firestore, {\n        orgId: caller.orgId,\n        hostId: sequence.hostId,\n        people: askable.map((candidate) => ({\n          personId: candidate.personId,\n          contactId: candidate.contactId || null,\n          leadId: candidate.leadId,\n          email: String(candidate.email),\n        })),\n      })\n    : new Map<string, OutreachGateLookups>()\n  for (const candidate of askable) {\n    const open = lookups.get(candidate.personId)?.openEnrollments ?? []\n    if (open.some((entry) => entry.sequenceId === sequence.id)) enrolledHere.add(candidate.personId)\n  }\n  return { candidates, enrolledHere, lookups }\n}\n\nconst uniqueIds = (values: unknown): string[] =>\n  Array.isArray(values)\n    ? [...new Set(values.map(readOutreachDocumentId).filter((id): id is string => id !== null))]\n    : []\n\n/** The most leads a saved Leads view reads — the Leads list's own window. */\nconst LEADS_VIEW_WINDOW = 200\n\n/**\n * The people a saved LEADS view selects (AGL-3234): the sequence's site's\n * most recently seen leads, narrowed by the view's status clause the way\n * the Leads list narrows its window — open leads when the view names no\n * status, one status when it does, everything for `all`. The person key IS\n * the id, so there is no address to resolve — and since AGL-3275 the window is\n * narrowed by `visibleTo` rather than by the collection's parent.\n */\nasync function leadsViewPeople(\n  firestore: Firestore,\n  orgId: string,\n  sequence: OutreachSequence,\n  filters: ReturnType<typeof normalizeCrmViewFilters>,\n): Promise<{ people: OutreachPersonRef[]; total: number; truncated: boolean }> {\n  const statusClause = filters.find((clause) => clause.field === 'status' && clause.op === 'equals')\n  const wanted = String(statusClause?.value ?? 'open')\n  /*\n   * SCOPED (AGL-3275). The collection is org-wide, so the window is narrowed\n   * to what the sequence's site may see before it is ordered — otherwise an\n   * agency's sequence would offer another client's people to enroll. The\n   * composite index for `visibleTo array-contains-any` + `lastSeenAtMs desc`\n   * is in `cloud/firestore.indexes.json`.\n   */\n  const window = await firestore\n    .collection('orgs')\n    .doc(orgId)\n    .collection('leads')\n    .where('visibleTo', 'array-contains-any', scopeTokensForHost(sequence.hostId))\n    .orderBy('lastSeenAtMs', 'desc')\n    .limit(LEADS_VIEW_WINDOW + 1)\n    .get()\n  const matching = window.docs.slice(0, LEADS_VIEW_WINDOW).filter((doc) => {\n    const lead = doc.data() as Record<string, unknown>\n    if (wanted === 'all') return true\n    if (wanted === 'open') return isCrmLeadOpen(lead as never) && !lead['convertedContactId']\n    return crmLeadStatus(lead as never) === wanted\n  })\n  return {\n    people: matching.slice(0, OUTREACH_ENROLL_BATCH_MAX).map((doc) => ({ kind: 'lead', id: doc.id })),\n    total: matching.length,\n    truncated: matching.length > OUTREACH_ENROLL_BATCH_MAX || window.docs.length > LEADS_VIEW_WINDOW,\n  }\n}\n\nexport function createOutreachEnrollRoutes(deps: OutreachEnrollRouteDeps): OutreachEnrollRoutes {\n  /**\n   * The person joins the sequence's campaigns (AGL-3254), the moment they\n   * are enrolled: `arrayUnion` on the lead's own `campaignIds`, or on the\n   * contact's facet for the sequence's site — the same field, the same\n   * shape, every other campaign member carries — and `enrolled` credited\n   * to each campaign. After the enrollment is created and never before:\n   * a person the create refused joins nothing. Neither write may fail the\n   * enrollment, which already exists; a membership that could not be\n   * stamped is one the list's bulk bar can add by hand.\n   */\n  async function joinSequenceCampaigns(\n    firestore: Firestore,\n    orgId: string,\n    sequence: OutreachSequence,\n    contactGroupId: string,\n    candidate: OutreachEnrollCandidate,\n    nowMs: number,\n  ): Promise<void> {\n    const campaignIds = normalizeCampaignIds(sequence.campaignIds)\n    if (!campaignIds.length) return\n    try {\n      const ref =\n        candidate.target === 'lead' && candidate.leadId\n          ? firestore.collection('orgs').doc(orgId).collection('leads').doc(candidate.leadId)\n          : candidate.contactId\n            ? firestore.collection('orgs').doc(orgId).collection('contacts').doc(candidate.contactId)\n            : null\n      if (ref) {\n        const field =\n          candidate.target === 'lead' ? CAMPAIGN_MEMBERSHIP_FIELD : contactCampaignFieldPath(contactGroupId)\n        await ref.update({ [field]: FieldValue.arrayUnion(...campaignIds), updatedAt: FieldValue.serverTimestamp() })\n      }\n    } catch (error) {\n      console.error('[outreach] the enrolled person could not join the sequence’s campaigns', error)\n    }\n    try {\n      await deps.creditCampaign({ hostId: sequence.hostId, campaignIds, outcome: 'enrolled', atMs: nowMs })\n    } catch (error) {\n      console.error('[outreach] the enrollment could not be credited to the sequence’s campaigns', error)\n    }\n  }\n\n  /**\n   * The names of the sequence's campaigns as they stand, for the entry the\n   * enroll files on the person's record (AGL-3274). Read once per request,\n   * not per person; a container that is gone answers nothing and the entry\n   * names the rest.\n   */\n  async function sequenceCampaignNames(firestore: Firestore, sequence: OutreachSequence): Promise<string[]> {\n    const campaignIds = normalizeCampaignIds(sequence.campaignIds)\n    if (!campaignIds.length) return []\n    try {\n      const containers = firestore.collection('hosts').doc(sequence.hostId).collection('emailCampaigns')\n      const found = await firestore.getAll(...campaignIds.map((id) => containers.doc(id)))\n      return found.map((snapshot) => String(snapshot.get('name') ?? '').trim()).filter(Boolean)\n    } catch (error) {\n      console.error('[outreach] the sequence’s campaigns could not be named for the record', error)\n      return []\n    }\n  }\n\n  /**\n   * The people a source names, the batch limit applied: every contact a\n   * search picked, every lead picked from the sequence's site, or the\n   * people a saved Contacts or Leads view selects there — contacts found by\n   * address, leads by their own key.\n   */\n  async function sourcePeople(\n    firestore: Firestore,\n    caller: OutreachRouteCaller,\n    sequence: OutreachSequence,\n    source: Record<string, unknown>,\n  ): Promise<Response | { people: OutreachPersonRef[]; total: number; truncated: boolean }> {\n    if (source['kind'] === 'contacts' || source['kind'] === 'leads') {\n      const kind = source['kind'] === 'leads' ? 'lead' : 'contact'\n      const ids = uniqueIds(kind === 'lead' ? source['leadIds'] : source['contactIds'])\n      if (!ids.length) return outreachRefusal(400, 'invalid-request', 'Pick the people to enroll.')\n      return {\n        people: ids.slice(0, OUTREACH_ENROLL_BATCH_MAX).map((id) => ({ kind, id })),\n        total: ids.length,\n        truncated: ids.length > OUTREACH_ENROLL_BATCH_MAX,\n      }\n    }\n    if (source['kind'] !== 'view') {\n      return outreachRefusal(400, 'invalid-request', 'Enroll people from a saved view or a search.')\n    }\n    const viewId = readOutreachDocumentId(source['viewId'])\n    const view = viewId\n      ? await firestore.collection('orgs').doc(caller.orgId).collection(CRM_COLLECTIONS.views).doc(viewId).get()\n      : null\n    const data = view?.exists ? (view.data() as Record<string, unknown>) : null\n    // A colleague's private view is theirs: it is not listed for this\n    // reader, so it does not exist for them here either.\n    if (\n      !viewId ||\n      !data ||\n      !crmViewIsListed({ shared: data['shared'] === true, ownerUid: String(data['ownerUid'] ?? '') }, caller.uid)\n    ) {\n      return outreachRefusal(404, 'view-not-found', 'That saved view no longer exists.')\n    }\n    if (data['section'] === 'leads') {\n      return leadsViewPeople(firestore, caller.orgId, sequence, normalizeCrmViewFilters(data['filters']))\n    }\n    if (data['section'] !== 'contacts') {\n      return outreachRefusal(400, 'view-unsupported', 'Enroll from a saved view of Contacts or Leads.')\n    }\n    const { unsupported } = dynamicListDimensionsForCrmView(normalizeCrmViewFilters(data['filters']))\n    if (unsupported.length) {\n      // Dropping the filter enrolling cannot read would enroll more people\n      // than the view shows, so the view is refused whole.\n      return outreachRefusal(\n        400,\n        'view-unsupported',\n        `This view filters on ${unsupported.map((clause) => clause.label || clause.field).join(', ')}, which enrolling can't apply. Pick another view, or search.`,\n      )\n    }\n    const { emails, complete } = await deps.crmViewEmails({ hostId: sequence.hostId, viewId })\n    const ordered = [...new Set(emails)].sort()\n    const contacts = firestore.collection('orgs').doc(caller.orgId).collection('contacts')\n    const found = await Promise.all(\n      ordered\n        .slice(0, OUTREACH_ENROLL_BATCH_MAX)\n        .map((email) => findContactByEmail(contacts, email, { hostId: sequence.hostId })),\n    )\n    return {\n      people: [...new Set(found.filter((snapshot) => snapshot).map((snapshot) => String(snapshot?.id)))].map(\n        (id) => ({ kind: 'contact', id }),\n      ),\n      total: ordered.length,\n      truncated: ordered.length > OUTREACH_ENROLL_BATCH_MAX || !complete,\n    }\n  }\n\n  const preview: PluginWebApiHandler = async (request) => {\n    if (request.method !== 'POST') return outreachMethodNotAllowed('POST')\n    const body = await readOutreachJsonBody(request)\n    const caller = await outreachRouteGate(request, body['orgId'], deps.gate, [OUTREACH_READS_PEOPLE])\n    if (caller instanceof Response) return caller\n    const firestore = deps.firestore()\n    const sequence = await loadActiveSequence(firestore, caller.orgId, body['sequenceId'])\n    if (sequence instanceof Response) return sequence\n    const source = body['source'] && typeof body['source'] === 'object' ? (body['source'] as Record<string, unknown>) : {}\n    const named = await sourcePeople(firestore, caller, sequence, source)\n    if (named instanceof Response) return named\n    const context = await enrollContext(firestore, caller, sequence)\n    const { candidates, enrolledHere, lookups } = await readPeople(\n      firestore,\n      caller,\n      sequence,\n      context,\n      named.people,\n    )\n    const people = candidates.map((candidate) =>\n      previewOutreachPerson(\n        {\n          candidate,\n          lookups: lookups.get(candidate.personId) ?? UNCHECKED,\n          settings: context.settings,\n          contactGroupId: context.contactGroupId,\n        },\n        { siteName: context.siteName, alreadyInSequence: enrolledHere.has(candidate.personId) },\n      ),\n    )\n    return outreachOk({\n      ok: true,\n      people,\n      total: named.total,\n      truncated: named.truncated,\n    } satisfies OutreachEnrollPreviewResponse)\n  }\n\n  const confirm: PluginWebApiHandler = async (request) => {\n    if (request.method !== 'POST') return outreachMethodNotAllowed('POST')\n    const body = await readOutreachJsonBody(request)\n    const caller = await outreachRouteGate(request, body['orgId'], deps.gate, [OUTREACH_READS_PEOPLE])\n    if (caller instanceof Response) return caller\n    const firestore = deps.firestore()\n    const sequence = await loadActiveSequence(firestore, caller.orgId, body['sequenceId'])\n    if (sequence instanceof Response) return sequence\n\n    // Each person once, by whichever record they are: a contact by id, or a\n    // lead by its key (AGL-3234). A person named both ways is a contact.\n    const requested = new Map<\n      string,\n      { ref: OutreachPersonRef; personalLine: string; attestations: unknown[] }\n    >()\n    for (const entry of Array.isArray(body['people']) ? body['people'] : []) {\n      const person = (entry && typeof entry === 'object' ? entry : {}) as Record<string, unknown>\n      const contactId = readOutreachDocumentId(person['contactId'])\n      const leadId = readOutreachDocumentId(person['leadId'])\n      const ref: OutreachPersonRef | null = contactId\n        ? { kind: 'contact', id: contactId }\n        : leadId\n          ? { kind: 'lead', id: leadId }\n          : null\n      if (!ref || requested.has(ref.id)) continue\n      requested.set(ref.id, {\n        ref,\n        personalLine: typeof person['personalLine'] === 'string' ? person['personalLine'] : '',\n        attestations: Array.isArray(person['attestations']) ? person['attestations'] : [],\n      })\n    }\n    if (!requested.size) return outreachRefusal(400, 'invalid-request', 'Pick the people to enroll.')\n    if (requested.size > OUTREACH_ENROLL_BATCH_MAX) {\n      return outreachRefusal(\n        400,\n        'invalid-request',\n        `Enroll at most ${OUTREACH_ENROLL_BATCH_MAX} people at a time.`,\n      )\n    }\n\n    const mailboxSnapshot = sequence.mailboxId\n      ? await outreachOrgCollection(firestore, caller.orgId, 'mailboxes').doc(sequence.mailboxId).get()\n      : null\n    const mailbox = readStoredOutreachMailbox(\n      sequence.mailboxId,\n      mailboxSnapshot?.exists ? mailboxSnapshot.data() : undefined,\n    )\n    if (!mailbox || mailbox.status === 'disconnected') {\n      return outreachRefusal(\n        409,\n        'mailbox-unavailable',\n        \"This sequence's mailbox is no longer connected. Choose another mailbox for it before enrolling people.\",\n      )\n    }\n    const nowMs = deps.now()\n    if (planOutreachFirstDue({ sequence, mailbox, enrolledAtMs: nowMs, random: deps.random }) === null) {\n      return outreachRefusal(\n        409,\n        'mailbox-unavailable',\n        \"This sequence's sending hours never open in its mailbox's timezone. Fix the hours before enrolling people.\",\n      )\n    }\n\n    const context = await enrollContext(firestore, caller, sequence)\n    const { candidates, enrolledHere, lookups } = await readPeople(\n      firestore,\n      caller,\n      sequence,\n      context,\n      [...requested.values()].map((entry) => entry.ref),\n    )\n    const enrollments = outreachOrgCollection(firestore, caller.orgId, 'enrollments')\n    const campaignNames = await sequenceCampaignNames(firestore, sequence)\n    const results: OutreachEnrollOutcome[] = await Promise.all(\n      candidates.map(async (candidate): Promise<OutreachEnrollOutcome> => {\n        const named = {\n          personId: candidate.personId,\n          target: candidate.target,\n          contactId: candidate.contactId,\n          leadId: candidate.leadId,\n        }\n        const supplied = requested.get(candidate.personId) ?? { personalLine: '', attestations: [] }\n        const decision = decideOutreachEnrollment(\n          {\n            candidate,\n            lookups: lookups.get(candidate.personId) ?? UNCHECKED,\n            settings: context.settings,\n            contactGroupId: context.contactGroupId,\n          },\n          { siteName: context.siteName, alreadyInSequence: enrolledHere.has(candidate.personId) },\n          { personalLine: supplied.personalLine, attestations: supplied.attestations, uid: caller.uid, nowMs },\n        )\n        if (!decision.allowed || !decision.email) {\n          return { ...named, email: candidate.email, outcome: 'blocked', blocks: decision.blocks }\n        }\n        const id = outreachEnrollmentId(sequence.id, candidate.personId)\n        const enrollment = buildOutreachEnrollment({\n          id,\n          sequence,\n          mailbox,\n          target: candidate.target,\n          contactId: candidate.contactId,\n          leadId: candidate.leadId,\n          contactName: candidate.name,\n          email: decision.email,\n          cold: decision.cold,\n          personalLine: supplied.personalLine,\n          attestations: decision.attestations,\n          enrolledByUid: caller.uid,\n          nowMs,\n          random: deps.random,\n        })\n        try {\n          await enrollments.doc(id).create(enrollment)\n        } catch (error) {\n          if ((error as { code?: unknown })?.code !== ALREADY_EXISTS) throw error\n          return {\n            ...named,\n            email: candidate.email,\n            outcome: 'blocked',\n            blocks: [\n              {\n                code: 'already_in_sequence',\n                reason: \"This person has already been in this sequence, so they won't be sent its emails again.\",\n              },\n            ],\n          }\n        }\n        await joinSequenceCampaigns(firestore, caller.orgId, sequence, context.contactGroupId, candidate, nowMs)\n        // The person's record says so (AGL-3274): \"Enrolled in <sequence>\",\n        // with the campaigns it carried them into, once per enrollment.\n        const entry = outreachEnrolledEntry({ enrollmentId: id, sequenceName: sequence.name, campaignNames })\n        await fileOutreachNote(deps, {\n          orgId: caller.orgId,\n          hostId: sequence.hostId,\n          link: outreachEnrollmentLink(enrollment),\n          dedupeKey: entry.dedupeKey,\n          body: entry.body,\n          atMs: nowMs,\n        })\n        return { ...named, email: decision.email, outcome: 'enrolled', enrollmentId: id }\n      }),\n    )\n    const enrolled = results.filter((result) => result.outcome === 'enrolled').length\n    if (enrolled) {\n      await deps.logOrgActivity(\n        caller.orgId,\n        { uid: caller.uid, email: caller.email },\n        outreachEnrolledActivity(enrolled),\n        { type: OUTREACH_SEQUENCE_ACTIVITY_TARGET, id: sequence.id, name: sequence.name },\n      )\n    }\n    return outreachOk({ ok: true, results, enrolled } satisfies OutreachEnrollResponse)\n  }\n\n  return { preview, confirm 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package/src/lib/routes/preview-routes.js

@@ -77,7 +77,9 @@ import { outreachMethodNotAllowed, outreachOk, outreachRefusal, readOutreachDocu
             sequence.hostId ? firestore.collection('hosts').doc(sequence.hostId).get() : null,
             step.templateId ? org.collection(CRM_COLLECTIONS.emailTemplates).doc(step.templateId).get() : null,
             contactId ? org.collection('contacts').doc(contactId).get() : null,
-            leadId && sequence.hostId ? firestore.collection('hosts').doc(sequence.hostId).collection('leads').doc(leadId).get() : null
+            // One org row (AGL-3275); the site is still required because a lead
+            // preview is rendered in a site's context.
+            leadId && sequence.hostId ? org.collection('leads').doc(leadId).get() : null
         ]);
         const leadData = (lead == null ? void 0 : lead.exists) ? lead.data() : null;
         if (leadId && !leadData) {

package/src/lib/routes/preview-routes.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/routes/preview-routes.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport { consentGroupForHost } from '@aglyn/aglyn/app-utils/consent-groups'\nimport { normalizeContactEmail } from '@aglyn/aglyn/app-utils/contacts'\nimport { CRM_COLLECTIONS } from '@aglyn/aglyn/app-utils/crm'\nimport { normalizeCrmEmailTemplate } from '@aglyn/aglyn/app-utils/crm-email-templates'\nimport { visibleToHost } from '@aglyn/aglyn/app-utils/scope-tokens'\nimport type { PluginWebApiHandler } from '@aglyn/aglyn/server'\nimport { firstEmailStepIndex } from '../engine/sequence-validation'\nimport { leadAsContact } from '../enrollment/enroll-people'\nimport type { OutreachPreviewResponse } from '../model/outreach-api'\nimport {\n  OUTREACH_SAMPLE_PERSON,\n  outreachSampleMergeContext,\n  previewOutreachStep,\n} from '../model/step-preview'\nimport { readOutreachComplianceSettingsDoc } from '../storage/compliance-settings-store'\nimport {\n  outreachOrgCollection,\n  readStoredOutreachMailbox,\n  readStoredOutreachSequence,\n} from '../storage/outreach-records'\nimport { OUTREACH_READS_PEOPLE } from './enroll-routes'\nimport type { OutreachRouteDeps } from './route-deps'\nimport { outreachRouteGate } from './route-gate'\nimport {\n  outreachMethodNotAllowed,\n  outreachOk,\n  outreachRefusal,\n  readOutreachDocumentId,\n  readOutreachJsonBody,\n} from './route-http'\n\n/**\n * ONE EMAIL OF A SAVED SEQUENCE, AS A PERSON WOULD GET IT (AGL-2980):\n * `outreach/preview`.\n *\n * Written from what is stored — the sequence, the CRM template a step names,\n * the mailbox it sends as, the organization's footer — by the engine's own\n * composer (`previewOutreachStep`), for a real contact with the personal\n * line the rep is writing, or for a sample person. The enroll dialog shows\n * it beside each person before Confirm, so the rep reads the sentence they\n * wrote in the email it goes into.\n *\n * A real contact is read from the CRM, so naming one asks for `data.manage`\n * as enrolling does; the sample person asks for nothing more.\n */\n\nexport function createOutreachPreviewRoute(deps: OutreachRouteDeps): PluginWebApiHandler {\n  return async (request) => {\n    if (request.method !== 'POST') return outreachMethodNotAllowed('POST')\n    const body = await readOutreachJsonBody(request)\n    const contactId = body['contactId'] === undefined ? null : readOutreachDocumentId(body['contactId'])\n    if (body['contactId'] !== undefined && !contactId) {\n      return outreachRefusal(400, 'invalid-request', 'Name the contact to preview for.')\n    }\n    // A lead the sequence's site holds (AGL-3234), previewed as the contact it would be.\n    const leadId = body['leadId'] === undefined ? null : readOutreachDocumentId(body['leadId'])\n    if (body['leadId'] !== undefined && !leadId) {\n      return outreachRefusal(400, 'invalid-request', 'Name the lead to preview for.')\n    }\n    const caller = await outreachRouteGate(\n      request,\n      body['orgId'],\n      deps.gate,\n      contactId || leadId ? [OUTREACH_READS_PEOPLE] : [],\n    )\n    if (caller instanceof Response) return caller\n    const sequenceId = readOutreachDocumentId(body['sequenceId'])\n    if (!sequenceId) return outreachRefusal(400, 'invalid-request', 'Name the sequence to preview.')\n    const firestore = deps.firestore()\n    const org = firestore.collection('orgs').doc(caller.orgId)\n    const snapshot = await outreachOrgCollection(firestore, caller.orgId, 'sequences').doc(sequenceId).get()\n    const sequence = readStoredOutreachSequence(sequenceId, snapshot.exists ? snapshot.data() : undefined)\n    if (!sequence) return outreachRefusal(404, 'sequence-not-found', 'That sequence no longer exists.')\n\n    const requested = body['stepIndex']\n    const stepIndex = typeof requested === 'number' ? requested : firstEmailStepIndex(sequence.steps)\n    const step = sequence.steps[stepIndex]\n    if (step?.kind !== 'email') {\n      return outreachRefusal(400, 'invalid-request', 'That step does not send an email.')\n    }\n\n    const [orgSettings, mailboxSnapshot, host, template, contact, lead] = await Promise.all([\n      readOutreachComplianceSettingsDoc(firestore, caller.orgId),\n      sequence.mailboxId ? outreachOrgCollection(firestore, caller.orgId, 'mailboxes').doc(sequence.mailboxId).get() : null,\n      sequence.hostId ? firestore.collection('hosts').doc(sequence.hostId).get() : null,\n      step.templateId ? org.collection(CRM_COLLECTIONS.emailTemplates).doc(step.templateId).get() : null,\n      contactId ? org.collection('contacts').doc(contactId).get() : null,\n      leadId && sequence.hostId\n        ? firestore.collection('hosts').doc(sequence.hostId).collection('leads').doc(leadId).get()\n        : null,\n    ])\n    const leadData = lead?.exists ? (lead.data() as Record<string, unknown>) : null\n    if (leadId && !leadData) {\n      return outreachRefusal(404, 'contact-not-found', \"That lead isn't in this sequence's site's CRM.\")\n    }\n    const contactGroupId = consentGroupForHost(caller.org, sequence.hostId).groupId\n    const contactData = contact?.exists\n      ? (contact.data() as Record<string, unknown>)\n      : leadData\n        ? leadAsContact(leadData, contactGroupId)\n        : null\n    if (\n      contactId &&\n      (!contactData || !visibleToHost(contactData['visibleTo'] as string[] | undefined, sequence.hostId))\n    ) {\n      return outreachRefusal(404, 'contact-not-found', \"That contact isn't in this sequence's site's CRM.\")\n    }\n    const mailbox = readStoredOutreachMailbox(\n      sequence.mailboxId,\n      mailboxSnapshot?.exists ? mailboxSnapshot.data() : undefined,\n    )\n    const sender = mailbox ? { name: mailbox.displayName, email: mailbox.sendAs || mailbox.email } : null\n    const siteName = host?.exists ? String(host.get('name') ?? '') : ''\n    const merge = contactData\n      ? {\n          contact: contactData,\n          contactGroupId,\n          lead: leadData,\n          sender,\n          site: { name: siteName },\n        }\n      : outreachSampleMergeContext({ sender, siteName })\n    const personalLine =\n      typeof body['personalLine'] === 'string'\n        ? body['personalLine']\n        : contactData\n          ? ''\n          : OUTREACH_SAMPLE_PERSON.personalLine\n    const result = previewOutreachStep({\n      steps: sequence.steps,\n      stepIndex,\n      orgSettings,\n      merge,\n      email: contactData ? (normalizeContactEmail(contactData['email']) ?? '') : OUTREACH_SAMPLE_PERSON.email,\n      personalLine,\n      templateBody: template?.exists\n        ? normalizeCrmEmailTemplate(template.data() as Record<string, unknown>).body\n        : null,\n    })\n    return outreachOk({\n      ok: true,\n      stepIndex,\n      subject: result.email?.subject ?? '',\n      text: result.email?.text ?? '',\n      unresolvedFields: result.unresolvedFields,\n      error: result.error,\n    } satisfies OutreachPreviewResponse)\n  }\n}\n"],"names":["consentGroupForHost","normalizeContactEmail","CRM_COLLECTIONS","normalizeCrmEmailTemplate","visibleToHost","firstEmailStepIndex","leadAsContact","OUTREACH_SAMPLE_PERSON","outreachSampleMergeContext","previewOutreachStep","readOutreachComplianceSettingsDoc","outreachOrgCollection","readStoredOutreachMailbox","readStoredOutreachSequence","OUTREACH_READS_PEOPLE","outreachRouteGate","outreachMethodNotAllowed","outreachOk","outreachRefusal","readOutreachDocumentId","readOutreachJsonBody","createOutreachPreviewRoute","deps","request","host","result","method","body","contactId","undefined","leadId","caller","gate","Response","sequenceId","firestore","org","collection","doc","orgId","snapshot","get","sequence","exists","data","requested","stepIndex","steps","step","kind","orgSettings","mailboxSnapshot","template","contact","lead","Promise","all","mailboxId","hostId","templateId","emailTemplates","leadData","contactGroupId","groupId","contactData","mailbox","sender","name","displayName","email","sendAs","siteName","String","merge","site","personalLine","templateBody","ok","subject","text","unresolvedFields","error"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAASA,mBAAmB,QAAQ,wCAAuC;AAC3E,SAASC,qBAAqB,QAAQ,kCAAiC;AACvE,SAASC,eAAe,QAAQ,6BAA4B;AAC5D,SAASC,yBAAyB,QAAQ,6CAA4C;AACtF,SAASC,aAAa,QAAQ,sCAAqC;AAEnE,SAASC,mBAAmB,QAAQ,mCAA+B;AACnE,SAASC,aAAa,QAAQ,iCAA6B;AAE3D,SACEC,sBAAsB,EACtBC,0BAA0B,EAC1BC,mBAAmB,QACd,2BAAuB;AAC9B,SAASC,iCAAiC,QAAQ,0CAAsC;AACxF,SACEC,qBAAqB,EACrBC,yBAAyB,EACzBC,0BAA0B,QACrB,iCAA6B;AACpC,SAASC,qBAAqB,QAAQ,qBAAiB;AAEvD,SAASC,iBAAiB,QAAQ,kBAAc;AAChD,SACEC,wBAAwB,EACxBC,UAAU,EACVC,eAAe,EACfC,sBAAsB,EACtBC,oBAAoB,QACf,kBAAc;AAErB;;;;;;;;;;;;;CAaC,GAED,OAAO,SAASC,2BAA2BC,IAAuB;IAChE,OAAO,OAAOC;YAiE2BC,WAqBfvB;YASbwB,eACHA;QA/FR,IAAIF,QAAQG,MAAM,KAAK,QAAQ,OAAOV,yBAAyB;QAC/D,MAAMW,OAAO,MAAMP,qBAAqBG;QACxC,MAAMK,YAAYD,IAAI,CAAC,YAAY,KAAKE,YAAY,OAAOV,uBAAuBQ,IAAI,CAAC,YAAY;QACnG,IAAIA,IAAI,CAAC,YAAY,KAAKE,aAAa,CAACD,WAAW;YACjD,OAAOV,gBAAgB,KAAK,mBAAmB;QACjD;QACA,qFAAqF;QACrF,MAAMY,SAASH,IAAI,CAAC,SAAS,KAAKE,YAAY,OAAOV,uBAAuBQ,IAAI,CAAC,SAAS;QAC1F,IAAIA,IAAI,CAAC,SAAS,KAAKE,aAAa,CAACC,QAAQ;YAC3C,OAAOZ,gBAAgB,KAAK,mBAAmB;QACjD;QACA,MAAMa,SAAS,MAAMhB,kBACnBQ,SACAI,IAAI,CAAC,QAAQ,EACbL,KAAKU,IAAI,EACTJ,aAAaE,SAAS;YAAChB;SAAsB,GAAG,EAAE;QAEpD,IAAIiB,kBAAkBE,UAAU,OAAOF;QACvC,MAAMG,aAAaf,uBAAuBQ,IAAI,CAAC,aAAa;QAC5D,IAAI,CAACO,YAAY,OAAOhB,gBAAgB,KAAK,mBAAmB;QAChE,MAAMiB,YAAYb,KAAKa,SAAS;QAChC,MAAMC,MAAMD,UAAUE,UAAU,CAAC,QAAQC,GAAG,CAACP,OAAOQ,KAAK;QACzD,MAAMC,WAAW,MAAM7B,sBAAsBwB,WAAWJ,OAAOQ,KAAK,EAAE,aAAaD,GAAG,CAACJ,YAAYO,GAAG;QACtG,MAAMC,WAAW7B,2BAA2BqB,YAAYM,SAASG,MAAM,GAAGH,SAASI,IAAI,KAAKf;QAC5F,IAAI,CAACa,UAAU,OAAOxB,gBAAgB,KAAK,sBAAsB;QAEjE,MAAM2B,YAAYlB,IAAI,CAAC,YAAY;QACnC,MAAMmB,YAAY,OAAOD,cAAc,WAAWA,YAAYxC,oBAAoBqC,SAASK,KAAK;QAChG,MAAMC,OAAON,SAASK,KAAK,CAACD,UAAU;QACtC,IAAIE,CAAAA,wBAAAA,KAAMC,IAAI,MAAK,SAAS;YAC1B,OAAO/B,gBAAgB,KAAK,mBAAmB;QACjD;QAEA,MAAM,CAACgC,aAAaC,iBAAiB3B,MAAM4B,UAAUC,SAASC,KAAK,GAAG,MAAMC,QAAQC,GAAG,CAAC;YACtF9C,kCAAkCyB,WAAWJ,OAAOQ,KAAK;YACzDG,SAASe,SAAS,GAAG9C,sBAAsBwB,WAAWJ,OAAOQ,KAAK,EAAE,aAAaD,GAAG,CAACI,SAASe,SAAS,EAAEhB,GAAG,KAAK;YACjHC,SAASgB,MAAM,GAAGvB,UAAUE,UAAU,CAAC,SAASC,GAAG,CAACI,SAASgB,MAAM,EAAEjB,GAAG,KAAK;YAC7EO,KAAKW,UAAU,GAAGvB,IAAIC,UAAU,CAACnC,gBAAgB0D,cAAc,EAAEtB,GAAG,CAACU,KAAKW,UAAU,EAAElB,GAAG,KAAK;YAC9Fb,YAAYQ,IAAIC,UAAU,CAAC,YAAYC,GAAG,CAACV,WAAWa,GAAG,KAAK;YAC9DX,UAAUY,SAASgB,MAAM,GACrBvB,UAAUE,UAAU,CAAC,SAASC,GAAG,CAACI,SAASgB,MAAM,EAAErB,UAAU,CAAC,SAASC,GAAG,CAACR,QAAQW,GAAG,KACtF;SACL;QACD,MAAMoB,WAAWP,CAAAA,wBAAAA,KAAMX,MAAM,IAAIW,KAAKV,IAAI,KAAiC;QAC3E,IAAId,UAAU,CAAC+B,UAAU;YACvB,OAAO3C,gBAAgB,KAAK,qBAAqB;QACnD;QACA,MAAM4C,iBAAiB9D,oBAAoB+B,OAAOK,GAAG,EAAEM,SAASgB,MAAM,EAAEK,OAAO;QAC/E,MAAMC,cAAcX,CAAAA,2BAAAA,QAASV,MAAM,IAC9BU,QAAQT,IAAI,KACbiB,WACEvD,cAAcuD,UAAUC,kBACxB;QACN,IACElC,aACC,CAAA,CAACoC,eAAe,CAAC5D,cAAc4D,WAAW,CAAC,YAAY,EAA0BtB,SAASgB,MAAM,CAAA,GACjG;YACA,OAAOxC,gBAAgB,KAAK,qBAAqB;QACnD;QACA,MAAM+C,UAAUrD,0BACd8B,SAASe,SAAS,EAClBN,CAAAA,mCAAAA,gBAAiBR,MAAM,IAAGQ,gBAAgBP,IAAI,KAAKf;QAErD,MAAMqC,SAASD,UAAU;YAAEE,MAAMF,QAAQG,WAAW;YAAEC,OAAOJ,QAAQK,MAAM,IAAIL,QAAQI,KAAK;QAAC,IAAI;QACjG,MAAME,WAAW/C,CAAAA,wBAAAA,KAAMmB,MAAM,IAAG6B,QAAOhD,YAAAA,KAAKiB,GAAG,CAAC,mBAATjB,YAAoB,MAAM;QACjE,MAAMiD,QAAQT,cACV;YACEX,SAASW;YACTF;YACAR,MAAMO;YACNK;YACAQ,MAAM;gBAAEP,MAAMI;YAAS;QACzB,IACA/D,2BAA2B;YAAE0D;YAAQK;QAAS;QAClD,MAAMI,eACJ,OAAOhD,IAAI,CAAC,eAAe,KAAK,WAC5BA,IAAI,CAAC,eAAe,GACpBqC,cACE,KACAzD,uBAAuBoE,YAAY;QAC3C,MAAMlD,SAAShB,oBAAoB;YACjCsC,OAAOL,SAASK,KAAK;YACrBD;YACAI;YACAuB;YACAJ,OAAOL,eAAe/D,yBAAAA,sBAAsB+D,WAAW,CAAC,QAAQ,aAA1C/D,yBAA+C,KAAMM,uBAAuB8D,KAAK;YACvGM;YACAC,cAAcxB,CAAAA,4BAAAA,SAAUT,MAAM,IAC1BxC,0BAA0BiD,SAASR,IAAI,IAA+BjB,IAAI,GAC1E;QACN;QACA,OAAOV,WAAW;YAChB4D,IAAI;YACJ/B;YACAgC,OAAO,WAAErD,gBAAAA,OAAO4C,KAAK,qBAAZ5C,cAAcqD,OAAO,mBAAI;YAClCC,IAAI,YAAEtD,iBAAAA,OAAO4C,KAAK,qBAAZ5C,eAAcsD,IAAI,oBAAI;YAC5BC,kBAAkBvD,OAAOuD,gBAAgB;YACzCC,OAAOxD,OAAOwD,KAAK;QACrB;IACF;AACF"}
+{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/routes/preview-routes.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport { consentGroupForHost } from '@aglyn/aglyn/app-utils/consent-groups'\nimport { normalizeContactEmail } from '@aglyn/aglyn/app-utils/contacts'\nimport { CRM_COLLECTIONS } from '@aglyn/aglyn/app-utils/crm'\nimport { normalizeCrmEmailTemplate } from '@aglyn/aglyn/app-utils/crm-email-templates'\nimport { visibleToHost } from '@aglyn/aglyn/app-utils/scope-tokens'\nimport type { PluginWebApiHandler } from '@aglyn/aglyn/server'\nimport { firstEmailStepIndex } from '../engine/sequence-validation'\nimport { leadAsContact } from '../enrollment/enroll-people'\nimport type { OutreachPreviewResponse } from '../model/outreach-api'\nimport {\n  OUTREACH_SAMPLE_PERSON,\n  outreachSampleMergeContext,\n  previewOutreachStep,\n} from '../model/step-preview'\nimport { readOutreachComplianceSettingsDoc } from '../storage/compliance-settings-store'\nimport {\n  outreachOrgCollection,\n  readStoredOutreachMailbox,\n  readStoredOutreachSequence,\n} from '../storage/outreach-records'\nimport { OUTREACH_READS_PEOPLE } from './enroll-routes'\nimport type { OutreachRouteDeps } from './route-deps'\nimport { outreachRouteGate } from './route-gate'\nimport {\n  outreachMethodNotAllowed,\n  outreachOk,\n  outreachRefusal,\n  readOutreachDocumentId,\n  readOutreachJsonBody,\n} from './route-http'\n\n/**\n * ONE EMAIL OF A SAVED SEQUENCE, AS A PERSON WOULD GET IT (AGL-2980):\n * `outreach/preview`.\n *\n * Written from what is stored — the sequence, the CRM template a step names,\n * the mailbox it sends as, the organization's footer — by the engine's own\n * composer (`previewOutreachStep`), for a real contact with the personal\n * line the rep is writing, or for a sample person. The enroll dialog shows\n * it beside each person before Confirm, so the rep reads the sentence they\n * wrote in the email it goes into.\n *\n * A real contact is read from the CRM, so naming one asks for `data.manage`\n * as enrolling does; the sample person asks for nothing more.\n */\n\nexport function createOutreachPreviewRoute(deps: OutreachRouteDeps): PluginWebApiHandler {\n  return async (request) => {\n    if (request.method !== 'POST') return outreachMethodNotAllowed('POST')\n    const body = await readOutreachJsonBody(request)\n    const contactId = body['contactId'] === undefined ? null : readOutreachDocumentId(body['contactId'])\n    if (body['contactId'] !== undefined && !contactId) {\n      return outreachRefusal(400, 'invalid-request', 'Name the contact to preview for.')\n    }\n    // A lead the sequence's site holds (AGL-3234), previewed as the contact it would be.\n    const leadId = body['leadId'] === undefined ? null : readOutreachDocumentId(body['leadId'])\n    if (body['leadId'] !== undefined && !leadId) {\n      return outreachRefusal(400, 'invalid-request', 'Name the lead to preview for.')\n    }\n    const caller = await outreachRouteGate(\n      request,\n      body['orgId'],\n      deps.gate,\n      contactId || leadId ? [OUTREACH_READS_PEOPLE] : [],\n    )\n    if (caller instanceof Response) return caller\n    const sequenceId = readOutreachDocumentId(body['sequenceId'])\n    if (!sequenceId) return outreachRefusal(400, 'invalid-request', 'Name the sequence to preview.')\n    const firestore = deps.firestore()\n    const org = firestore.collection('orgs').doc(caller.orgId)\n    const snapshot = await outreachOrgCollection(firestore, caller.orgId, 'sequences').doc(sequenceId).get()\n    const sequence = readStoredOutreachSequence(sequenceId, snapshot.exists ? snapshot.data() : undefined)\n    if (!sequence) return outreachRefusal(404, 'sequence-not-found', 'That sequence no longer exists.')\n\n    const requested = body['stepIndex']\n    const stepIndex = typeof requested === 'number' ? requested : firstEmailStepIndex(sequence.steps)\n    const step = sequence.steps[stepIndex]\n    if (step?.kind !== 'email') {\n      return outreachRefusal(400, 'invalid-request', 'That step does not send an email.')\n    }\n\n    const [orgSettings, mailboxSnapshot, host, template, contact, lead] = await Promise.all([\n      readOutreachComplianceSettingsDoc(firestore, caller.orgId),\n      sequence.mailboxId ? outreachOrgCollection(firestore, caller.orgId, 'mailboxes').doc(sequence.mailboxId).get() : null,\n      sequence.hostId ? firestore.collection('hosts').doc(sequence.hostId).get() : null,\n      step.templateId ? org.collection(CRM_COLLECTIONS.emailTemplates).doc(step.templateId).get() : null,\n      contactId ? org.collection('contacts').doc(contactId).get() : null,\n      // One org row (AGL-3275); the site is still required because a lead\n      // preview is rendered in a site's context.\n      leadId && sequence.hostId ? org.collection('leads').doc(leadId).get() : null,\n    ])\n    const leadData = lead?.exists ? (lead.data() as Record<string, unknown>) : null\n    if (leadId && !leadData) {\n      return outreachRefusal(404, 'contact-not-found', \"That lead isn't in this sequence's site's CRM.\")\n    }\n    const contactGroupId = consentGroupForHost(caller.org, sequence.hostId).groupId\n    const contactData = contact?.exists\n      ? (contact.data() as Record<string, unknown>)\n      : leadData\n        ? leadAsContact(leadData, contactGroupId)\n        : null\n    if (\n      contactId &&\n      (!contactData || !visibleToHost(contactData['visibleTo'] as string[] | undefined, sequence.hostId))\n    ) {\n      return outreachRefusal(404, 'contact-not-found', \"That contact isn't in this sequence's site's CRM.\")\n    }\n    const mailbox = readStoredOutreachMailbox(\n      sequence.mailboxId,\n      mailboxSnapshot?.exists ? mailboxSnapshot.data() : undefined,\n    )\n    const sender = mailbox ? { name: mailbox.displayName, email: mailbox.sendAs || mailbox.email } : null\n    const siteName = host?.exists ? String(host.get('name') ?? '') : ''\n    const merge = contactData\n      ? {\n          contact: contactData,\n          contactGroupId,\n          lead: leadData,\n          sender,\n          site: { name: siteName },\n        }\n      : outreachSampleMergeContext({ sender, siteName })\n    const personalLine =\n      typeof body['personalLine'] === 'string'\n        ? body['personalLine']\n        : contactData\n          ? ''\n          : OUTREACH_SAMPLE_PERSON.personalLine\n    const result = previewOutreachStep({\n      steps: sequence.steps,\n      stepIndex,\n      orgSettings,\n      merge,\n      email: contactData ? (normalizeContactEmail(contactData['email']) ?? '') : OUTREACH_SAMPLE_PERSON.email,\n      personalLine,\n      templateBody: template?.exists\n        ? normalizeCrmEmailTemplate(template.data() as Record<string, unknown>).body\n        : null,\n    })\n    return outreachOk({\n      ok: true,\n      stepIndex,\n      subject: result.email?.subject ?? '',\n      text: result.email?.text ?? '',\n      unresolvedFields: result.unresolvedFields,\n      error: result.error,\n    } satisfies OutreachPreviewResponse)\n  }\n}\n"],"names":["consentGroupForHost","normalizeContactEmail","CRM_COLLECTIONS","normalizeCrmEmailTemplate","visibleToHost","firstEmailStepIndex","leadAsContact","OUTREACH_SAMPLE_PERSON","outreachSampleMergeContext","previewOutreachStep","readOutreachComplianceSettingsDoc","outreachOrgCollection","readStoredOutreachMailbox","readStoredOutreachSequence","OUTREACH_READS_PEOPLE","outreachRouteGate","outreachMethodNotAllowed","outreachOk","outreachRefusal","readOutreachDocumentId","readOutreachJsonBody","createOutreachPreviewRoute","deps","request","host","result","method","body","contactId","undefined","leadId","caller","gate","Response","sequenceId","firestore","org","collection","doc","orgId","snapshot","get","sequence","exists","data","requested","stepIndex","steps","step","kind","orgSettings","mailboxSnapshot","template","contact","lead","Promise","all","mailboxId","hostId","templateId","emailTemplates","leadData","contactGroupId","groupId","contactData","mailbox","sender","name","displayName","email","sendAs","siteName","String","merge","site","personalLine","templateBody","ok","subject","text","unresolvedFields","error"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAASA,mBAAmB,QAAQ,wCAAuC;AAC3E,SAASC,qBAAqB,QAAQ,kCAAiC;AACvE,SAASC,eAAe,QAAQ,6BAA4B;AAC5D,SAASC,yBAAyB,QAAQ,6CAA4C;AACtF,SAASC,aAAa,QAAQ,sCAAqC;AAEnE,SAASC,mBAAmB,QAAQ,mCAA+B;AACnE,SAASC,aAAa,QAAQ,iCAA6B;AAE3D,SACEC,sBAAsB,EACtBC,0BAA0B,EAC1BC,mBAAmB,QACd,2BAAuB;AAC9B,SAASC,iCAAiC,QAAQ,0CAAsC;AACxF,SACEC,qBAAqB,EACrBC,yBAAyB,EACzBC,0BAA0B,QACrB,iCAA6B;AACpC,SAASC,qBAAqB,QAAQ,qBAAiB;AAEvD,SAASC,iBAAiB,QAAQ,kBAAc;AAChD,SACEC,wBAAwB,EACxBC,UAAU,EACVC,eAAe,EACfC,sBAAsB,EACtBC,oBAAoB,QACf,kBAAc;AAErB;;;;;;;;;;;;;CAaC,GAED,OAAO,SAASC,2BAA2BC,IAAuB;IAChE,OAAO,OAAOC;YAiE2BC,WAqBfvB;YASbwB,eACHA;QA/FR,IAAIF,QAAQG,MAAM,KAAK,QAAQ,OAAOV,yBAAyB;QAC/D,MAAMW,OAAO,MAAMP,qBAAqBG;QACxC,MAAMK,YAAYD,IAAI,CAAC,YAAY,KAAKE,YAAY,OAAOV,uBAAuBQ,IAAI,CAAC,YAAY;QACnG,IAAIA,IAAI,CAAC,YAAY,KAAKE,aAAa,CAACD,WAAW;YACjD,OAAOV,gBAAgB,KAAK,mBAAmB;QACjD;QACA,qFAAqF;QACrF,MAAMY,SAASH,IAAI,CAAC,SAAS,KAAKE,YAAY,OAAOV,uBAAuBQ,IAAI,CAAC,SAAS;QAC1F,IAAIA,IAAI,CAAC,SAAS,KAAKE,aAAa,CAACC,QAAQ;YAC3C,OAAOZ,gBAAgB,KAAK,mBAAmB;QACjD;QACA,MAAMa,SAAS,MAAMhB,kBACnBQ,SACAI,IAAI,CAAC,QAAQ,EACbL,KAAKU,IAAI,EACTJ,aAAaE,SAAS;YAAChB;SAAsB,GAAG,EAAE;QAEpD,IAAIiB,kBAAkBE,UAAU,OAAOF;QACvC,MAAMG,aAAaf,uBAAuBQ,IAAI,CAAC,aAAa;QAC5D,IAAI,CAACO,YAAY,OAAOhB,gBAAgB,KAAK,mBAAmB;QAChE,MAAMiB,YAAYb,KAAKa,SAAS;QAChC,MAAMC,MAAMD,UAAUE,UAAU,CAAC,QAAQC,GAAG,CAACP,OAAOQ,KAAK;QACzD,MAAMC,WAAW,MAAM7B,sBAAsBwB,WAAWJ,OAAOQ,KAAK,EAAE,aAAaD,GAAG,CAACJ,YAAYO,GAAG;QACtG,MAAMC,WAAW7B,2BAA2BqB,YAAYM,SAASG,MAAM,GAAGH,SAASI,IAAI,KAAKf;QAC5F,IAAI,CAACa,UAAU,OAAOxB,gBAAgB,KAAK,sBAAsB;QAEjE,MAAM2B,YAAYlB,IAAI,CAAC,YAAY;QACnC,MAAMmB,YAAY,OAAOD,cAAc,WAAWA,YAAYxC,oBAAoBqC,SAASK,KAAK;QAChG,MAAMC,OAAON,SAASK,KAAK,CAACD,UAAU;QACtC,IAAIE,CAAAA,wBAAAA,KAAMC,IAAI,MAAK,SAAS;YAC1B,OAAO/B,gBAAgB,KAAK,mBAAmB;QACjD;QAEA,MAAM,CAACgC,aAAaC,iBAAiB3B,MAAM4B,UAAUC,SAASC,KAAK,GAAG,MAAMC,QAAQC,GAAG,CAAC;YACtF9C,kCAAkCyB,WAAWJ,OAAOQ,KAAK;YACzDG,SAASe,SAAS,GAAG9C,sBAAsBwB,WAAWJ,OAAOQ,KAAK,EAAE,aAAaD,GAAG,CAACI,SAASe,SAAS,EAAEhB,GAAG,KAAK;YACjHC,SAASgB,MAAM,GAAGvB,UAAUE,UAAU,CAAC,SAASC,GAAG,CAACI,SAASgB,MAAM,EAAEjB,GAAG,KAAK;YAC7EO,KAAKW,UAAU,GAAGvB,IAAIC,UAAU,CAACnC,gBAAgB0D,cAAc,EAAEtB,GAAG,CAACU,KAAKW,UAAU,EAAElB,GAAG,KAAK;YAC9Fb,YAAYQ,IAAIC,UAAU,CAAC,YAAYC,GAAG,CAACV,WAAWa,GAAG,KAAK;YAC9D,oEAAoE;YACpE,2CAA2C;YAC3CX,UAAUY,SAASgB,MAAM,GAAGtB,IAAIC,UAAU,CAAC,SAASC,GAAG,CAACR,QAAQW,GAAG,KAAK;SACzE;QACD,MAAMoB,WAAWP,CAAAA,wBAAAA,KAAMX,MAAM,IAAIW,KAAKV,IAAI,KAAiC;QAC3E,IAAId,UAAU,CAAC+B,UAAU;YACvB,OAAO3C,gBAAgB,KAAK,qBAAqB;QACnD;QACA,MAAM4C,iBAAiB9D,oBAAoB+B,OAAOK,GAAG,EAAEM,SAASgB,MAAM,EAAEK,OAAO;QAC/E,MAAMC,cAAcX,CAAAA,2BAAAA,QAASV,MAAM,IAC9BU,QAAQT,IAAI,KACbiB,WACEvD,cAAcuD,UAAUC,kBACxB;QACN,IACElC,aACC,CAAA,CAACoC,eAAe,CAAC5D,cAAc4D,WAAW,CAAC,YAAY,EAA0BtB,SAASgB,MAAM,CAAA,GACjG;YACA,OAAOxC,gBAAgB,KAAK,qBAAqB;QACnD;QACA,MAAM+C,UAAUrD,0BACd8B,SAASe,SAAS,EAClBN,CAAAA,mCAAAA,gBAAiBR,MAAM,IAAGQ,gBAAgBP,IAAI,KAAKf;QAErD,MAAMqC,SAASD,UAAU;YAAEE,MAAMF,QAAQG,WAAW;YAAEC,OAAOJ,QAAQK,MAAM,IAAIL,QAAQI,KAAK;QAAC,IAAI;QACjG,MAAME,WAAW/C,CAAAA,wBAAAA,KAAMmB,MAAM,IAAG6B,QAAOhD,YAAAA,KAAKiB,GAAG,CAAC,mBAATjB,YAAoB,MAAM;QACjE,MAAMiD,QAAQT,cACV;YACEX,SAASW;YACTF;YACAR,MAAMO;YACNK;YACAQ,MAAM;gBAAEP,MAAMI;YAAS;QACzB,IACA/D,2BAA2B;YAAE0D;YAAQK;QAAS;QAClD,MAAMI,eACJ,OAAOhD,IAAI,CAAC,eAAe,KAAK,WAC5BA,IAAI,CAAC,eAAe,GACpBqC,cACE,KACAzD,uBAAuBoE,YAAY;QAC3C,MAAMlD,SAAShB,oBAAoB;YACjCsC,OAAOL,SAASK,KAAK;YACrBD;YACAI;YACAuB;YACAJ,OAAOL,eAAe/D,yBAAAA,sBAAsB+D,WAAW,CAAC,QAAQ,aAA1C/D,yBAA+C,KAAMM,uBAAuB8D,KAAK;YACvGM;YACAC,cAAcxB,CAAAA,4BAAAA,SAAUT,MAAM,IAC1BxC,0BAA0BiD,SAASR,IAAI,IAA+BjB,IAAI,GAC1E;QACN;QACA,OAAOV,WAAW;YAChB4D,IAAI;YACJ/B;YACAgC,OAAO,WAAErD,gBAAAA,OAAO4C,KAAK,qBAAZ5C,cAAcqD,OAAO,mBAAI;YAClCC,IAAI,YAAEtD,iBAAAA,OAAO4C,KAAK,qBAAZ5C,eAAcsD,IAAI,oBAAI;YAC5BC,kBAAkBvD,OAAOuD,gBAAgB;YACzCC,OAAOxD,OAAOwD,KAAK;QACrB;IACF;AACF"}

package/src/lib/routes/register-routes.js

@@ -13,7 +13,8 @@
  * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
  * See the License for the specific language governing permissions and
  * limitations under the License.
- */ import { registerPluginApiRoute } from "@aglyn/aglyn/server";
+ */ import { pluginRecordTimelineWriter } from "@aglyn/aglyn/plugin-manager/plugin-record-timeline";
+import { registerPluginApiRoute } from "@aglyn/aglyn/server";
 import { firebaseAdmin } from "@aglyn/tenant-data-admin/server/firebase-admin";
 import { OUTREACH_API_ROUTES } from "../constants/api-routes.js";
 import { outreachOrgSubject } from "../mailboxes/register-mailbox-routes.js";
@@ -66,6 +67,14 @@ export function defaultOutreachRouteDeps() {
                 outcome,
                 atMs
             }, firebaseAdmin.app().firestore());
+        },
+        // The record system's writer (AGL-3274), resolved per call the way the
+        // runtime resolves it: the CRM registers at boot, and a request that
+        // arrives before it did files nothing rather than caching a `null`.
+        timeline: ()=>{
+            var _ref;
+            var _pluginRecordTimelineWriter;
+            return (_ref = (_pluginRecordTimelineWriter = pluginRecordTimelineWriter()) == null ? void 0 : _pluginRecordTimelineWriter.writer) != null ? _ref : null;
         }
     };
 }

package/src/lib/routes/register-routes.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/routes/register-routes.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport { registerPluginApiRoute } from '@aglyn/aglyn/server'\nimport { firebaseAdmin } from '@aglyn/tenant-data-admin/server/firebase-admin'\nimport { OUTREACH_API_ROUTES } from '../constants/api-routes'\nimport { outreachOrgSubject } from '../mailboxes/register-mailbox-routes'\nimport { createOutreachDoNotContactDomainsRoute } from './do-not-contact-routes'\nimport { createOutreachEnrollRoutes, type OutreachEnrollRouteDeps } from './enroll-routes'\nimport { createOutreachEnrollmentActionRoute } from './enrollment-routes'\nimport { createOutreachPreviewRoute } from './preview-routes'\nimport type { OutreachRouteGateDeps } from './route-gate'\nimport { createOutreachSequenceRoutes } from './sequence-routes'\nimport { createOutreachSettingsRoute } from './settings-routes'\n\n/**\n * Wires the settings, sequence and enrollment routes into the console\n * dispatcher (AGL-2980) with the platform's own dependencies. Specs build\n * their own.\n *\n * Every one names its organization (`orgId`, in the query or the JSON body)\n * and none names a site, so each declares the mailbox routes' subject reader:\n * the dispatcher's release gate then asks about that organization, and a\n * `release_outreach` override for one organization reaches these routes as it\n * reaches Mailboxes. Without it the gate reads the request as anonymous, which\n * only a fully enabled flag or a staff session passes.\n */\n\n/** The platform's heavier modules, loaded the first time a request needs one. */\nconst platform = () => import('./platform-deps')\n\n/** The gate's reach into the platform. */\nexport function defaultOutreachRouteGateDeps(): OutreachRouteGateDeps {\n  return {\n    verifyIdToken: (idToken) => firebaseAdmin.app().auth().verifyIdToken(idToken),\n    resolveOrgPermissions: async (uid, context) => (await platform()).resolveOrgPermissions(uid, context),\n    holdsOrgCatalogPermission: async (uid, orgId, key) =>\n      (await platform()).holdsOrgCatalogPermission(uid, orgId, key),\n    readOrg: async (orgId) => {\n      const snapshot = await firebaseAdmin.app().firestore().collection('orgs').doc(orgId).get()\n      return snapshot.exists ? (snapshot.data() ?? {}) : null\n    },\n    lockdownRefusal: async (options) => (await platform()).lockdownRefusal(options),\n  }\n}\n\nexport function defaultOutreachRouteDeps(): OutreachEnrollRouteDeps {\n  return {\n    firestore: () => firebaseAdmin.app().firestore(),\n    gate: defaultOutreachRouteGateDeps(),\n    now: Date.now,\n    random: Math.random,\n    logOrgActivity: async (orgId, actor, action, target) =>\n      (await platform()).logOrgActivity(orgId, actor, action, target),\n    crmViewEmails: async (input) => (await platform()).crmViewEmails(input),\n    stampRecordEmailState: async (stamp) => {\n      await (await platform()).stampRecordEmailState(stamp)\n    },\n    creditCampaign: async ({ hostId, campaignIds, outcome, atMs }) => {\n      await (await platform()).creditCampaignSequenceOutcome(\n        { hostId, campaignIds, outcome, atMs },\n        firebaseAdmin.app().firestore(),\n      )\n    },\n  }\n}\n\nexport function registerOutreachRoutes(\n  deps: OutreachEnrollRouteDeps = defaultOutreachRouteDeps(),\n): void {\n  const sequences = createOutreachSequenceRoutes(deps)\n  const enroll = createOutreachEnrollRoutes(deps)\n  const orgSubject = { subject: outreachOrgSubject }\n  registerPluginApiRoute(OUTREACH_API_ROUTES.settings, { web: createOutreachSettingsRoute(deps) }, orgSubject)\n  registerPluginApiRoute(OUTREACH_API_ROUTES.sequencesSave, { web: sequences.save }, orgSubject)\n  registerPluginApiRoute(OUTREACH_API_ROUTES.sequencesStatus, { web: sequences.status }, orgSubject)\n  registerPluginApiRoute(OUTREACH_API_ROUTES.sequencesDelete, { web: sequences.remove }, orgSubject)\n  registerPluginApiRoute(OUTREACH_API_ROUTES.enrollPreview, { web: enroll.preview }, orgSubject)\n  registerPluginApiRoute(OUTREACH_API_ROUTES.enroll, { web: enroll.confirm }, orgSubject)\n  registerPluginApiRoute(\n    OUTREACH_API_ROUTES.enrollmentsAction,\n    { web: createOutreachEnrollmentActionRoute(deps) },\n    orgSubject,\n  )\n  registerPluginApiRoute(OUTREACH_API_ROUTES.preview, { web: createOutreachPreviewRoute(deps) }, orgSubject)\n  registerPluginApiRoute(\n    OUTREACH_API_ROUTES.doNotContactDomains,\n    { web: createOutreachDoNotContactDomainsRoute(deps) },\n    orgSubject,\n  )\n}\n"],"names":["registerPluginApiRoute","firebaseAdmin","OUTREACH_API_ROUTES","outreachOrgSubject","createOutreachDoNotContactDomainsRoute","createOutreachEnrollRoutes","createOutreachEnrollmentActionRoute","createOutreachPreviewRoute","createOutreachSequenceRoutes","createOutreachSettingsRoute","platform","defaultOutreachRouteGateDeps","verifyIdToken","idToken","app","auth","resolveOrgPermissions","uid","context","holdsOrgCatalogPermission","orgId","key","readOrg","snapshot","firestore","collection","doc","get","exists","data","lockdownRefusal","options","defaultOutreachRouteDeps","gate","now","Date","random","Math","logOrgActivity","actor","action","target","crmViewEmails","input","stampRecordEmailState","stamp","creditCampaign","hostId","campaignIds","outcome","atMs","creditCampaignSequenceOutcome","registerOutreachRoutes","deps","sequences","enroll","orgSubject","subject","settings","web","sequencesSave","save","sequencesStatus","status","sequencesDelete","remove","enrollPreview","preview","confirm","enrollmentsAction","doNotContactDomains"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAASA,sBAAsB,QAAQ,sBAAqB;AAC5D,SAASC,aAAa,QAAQ,iDAAgD;AAC9E,SAASC,mBAAmB,QAAQ,6BAAyB;AAC7D,SAASC,kBAAkB,QAAQ,0CAAsC;AACzE,SAASC,sCAAsC,QAAQ,6BAAyB;AAChF,SAASC,0BAA0B,QAAsC,qBAAiB;AAC1F,SAASC,mCAAmC,QAAQ,yBAAqB;AACzE,SAASC,0BAA0B,QAAQ,sBAAkB;AAE7D,SAASC,4BAA4B,QAAQ,uBAAmB;AAChE,SAASC,2BAA2B,QAAQ,uBAAmB;AAE/D;;;;;;;;;;;CAWC,GAED,+EAA+E,GAC/E,MAAMC,WAAW,IAAM,MAAM,CAAC;AAE9B,wCAAwC,GACxC,OAAO,SAASC;IACd,OAAO;QACLC,eAAe,CAACC,UAAYZ,cAAca,GAAG,GAAGC,IAAI,GAAGH,aAAa,CAACC;QACrEG,uBAAuB,OAAOC,KAAKC,UAAY,AAAC,CAAA,MAAMR,UAAS,EAAGM,qBAAqB,CAACC,KAAKC;QAC7FC,2BAA2B,OAAOF,KAAKG,OAAOC,MAC5C,AAAC,CAAA,MAAMX,UAAS,EAAGS,yBAAyB,CAACF,KAAKG,OAAOC;QAC3DC,SAAS,OAAOF;gBAEYG;YAD1B,MAAMA,WAAW,MAAMtB,cAAca,GAAG,GAAGU,SAAS,GAAGC,UAAU,CAAC,QAAQC,GAAG,CAACN,OAAOO,GAAG;YACxF,OAAOJ,SAASK,MAAM,IAAIL,iBAAAA,SAASM,IAAI,cAAbN,iBAAmB,CAAC,IAAK;QACrD;QACAO,iBAAiB,OAAOC,UAAY,AAAC,CAAA,MAAMrB,UAAS,EAAGoB,eAAe,CAACC;IACzE;AACF;AAEA,OAAO,SAASC;IACd,OAAO;QACLR,WAAW,IAAMvB,cAAca,GAAG,GAAGU,SAAS;QAC9CS,MAAMtB;QACNuB,KAAKC,KAAKD,GAAG;QACbE,QAAQC,KAAKD,MAAM;QACnBE,gBAAgB,OAAOlB,OAAOmB,OAAOC,QAAQC,SAC3C,AAAC,CAAA,MAAM/B,UAAS,EAAG4B,cAAc,CAAClB,OAAOmB,OAAOC,QAAQC;QAC1DC,eAAe,OAAOC,QAAU,AAAC,CAAA,MAAMjC,UAAS,EAAGgC,aAAa,CAACC;QACjEC,uBAAuB,OAAOC;YAC5B,MAAM,AAAC,CAAA,MAAMnC,UAAS,EAAGkC,qBAAqB,CAACC;QACjD;QACAC,gBAAgB,OAAO,EAAEC,MAAM,EAAEC,WAAW,EAAEC,OAAO,EAAEC,IAAI,EAAE;YAC3D,MAAM,AAAC,CAAA,MAAMxC,UAAS,EAAGyC,6BAA6B,CACpD;gBAAEJ;gBAAQC;gBAAaC;gBAASC;YAAK,GACrCjD,cAAca,GAAG,GAAGU,SAAS;QAEjC;IACF;AACF;AAEA,OAAO,SAAS4B,uBACdC,OAAgCrB,0BAA0B;IAE1D,MAAMsB,YAAY9C,6BAA6B6C;IAC/C,MAAME,SAASlD,2BAA2BgD;IAC1C,MAAMG,aAAa;QAAEC,SAAStD;IAAmB;IACjDH,uBAAuBE,oBAAoBwD,QAAQ,EAAE;QAAEC,KAAKlD,4BAA4B4C;IAAM,GAAGG;IACjGxD,uBAAuBE,oBAAoB0D,aAAa,EAAE;QAAED,KAAKL,UAAUO,IAAI;IAAC,GAAGL;IACnFxD,uBAAuBE,oBAAoB4D,eAAe,EAAE;QAAEH,KAAKL,UAAUS,MAAM;IAAC,GAAGP;IACvFxD,uBAAuBE,oBAAoB8D,eAAe,EAAE;QAAEL,KAAKL,UAAUW,MAAM;IAAC,GAAGT;IACvFxD,uBAAuBE,oBAAoBgE,aAAa,EAAE;QAAEP,KAAKJ,OAAOY,OAAO;IAAC,GAAGX;IACnFxD,uBAAuBE,oBAAoBqD,MAAM,EAAE;QAAEI,KAAKJ,OAAOa,OAAO;IAAC,GAAGZ;IAC5ExD,uBACEE,oBAAoBmE,iBAAiB,EACrC;QAAEV,KAAKrD,oCAAoC+C;IAAM,GACjDG;IAEFxD,uBAAuBE,oBAAoBiE,OAAO,EAAE;QAAER,KAAKpD,2BAA2B8C;IAAM,GAAGG;IAC/FxD,uBACEE,oBAAoBoE,mBAAmB,EACvC;QAAEX,KAAKvD,uCAAuCiD;IAAM,GACpDG;AAEJ"}
+{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/routes/register-routes.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport { pluginRecordTimelineWriter } from '@aglyn/aglyn/plugin-manager/plugin-record-timeline'\nimport { registerPluginApiRoute } from '@aglyn/aglyn/server'\nimport { firebaseAdmin } from '@aglyn/tenant-data-admin/server/firebase-admin'\nimport { OUTREACH_API_ROUTES } from '../constants/api-routes'\nimport { outreachOrgSubject } from '../mailboxes/register-mailbox-routes'\nimport { createOutreachDoNotContactDomainsRoute } from './do-not-contact-routes'\nimport { createOutreachEnrollRoutes, type OutreachEnrollRouteDeps } from './enroll-routes'\nimport { createOutreachEnrollmentActionRoute } from './enrollment-routes'\nimport { createOutreachPreviewRoute } from './preview-routes'\nimport type { OutreachRouteGateDeps } from './route-gate'\nimport { createOutreachSequenceRoutes } from './sequence-routes'\nimport { createOutreachSettingsRoute } from './settings-routes'\n\n/**\n * Wires the settings, sequence and enrollment routes into the console\n * dispatcher (AGL-2980) with the platform's own dependencies. Specs build\n * their own.\n *\n * Every one names its organization (`orgId`, in the query or the JSON body)\n * and none names a site, so each declares the mailbox routes' subject reader:\n * the dispatcher's release gate then asks about that organization, and a\n * `release_outreach` override for one organization reaches these routes as it\n * reaches Mailboxes. Without it the gate reads the request as anonymous, which\n * only a fully enabled flag or a staff session passes.\n */\n\n/** The platform's heavier modules, loaded the first time a request needs one. */\nconst platform = () => import('./platform-deps')\n\n/** The gate's reach into the platform. */\nexport function defaultOutreachRouteGateDeps(): OutreachRouteGateDeps {\n  return {\n    verifyIdToken: (idToken) => firebaseAdmin.app().auth().verifyIdToken(idToken),\n    resolveOrgPermissions: async (uid, context) => (await platform()).resolveOrgPermissions(uid, context),\n    holdsOrgCatalogPermission: async (uid, orgId, key) =>\n      (await platform()).holdsOrgCatalogPermission(uid, orgId, key),\n    readOrg: async (orgId) => {\n      const snapshot = await firebaseAdmin.app().firestore().collection('orgs').doc(orgId).get()\n      return snapshot.exists ? (snapshot.data() ?? {}) : null\n    },\n    lockdownRefusal: async (options) => (await platform()).lockdownRefusal(options),\n  }\n}\n\nexport function defaultOutreachRouteDeps(): OutreachEnrollRouteDeps {\n  return {\n    firestore: () => firebaseAdmin.app().firestore(),\n    gate: defaultOutreachRouteGateDeps(),\n    now: Date.now,\n    random: Math.random,\n    logOrgActivity: async (orgId, actor, action, target) =>\n      (await platform()).logOrgActivity(orgId, actor, action, target),\n    crmViewEmails: async (input) => (await platform()).crmViewEmails(input),\n    stampRecordEmailState: async (stamp) => {\n      await (await platform()).stampRecordEmailState(stamp)\n    },\n    creditCampaign: async ({ hostId, campaignIds, outcome, atMs }) => {\n      await (await platform()).creditCampaignSequenceOutcome(\n        { hostId, campaignIds, outcome, atMs },\n        firebaseAdmin.app().firestore(),\n      )\n    },\n    // The record system's writer (AGL-3274), resolved per call the way the\n    // runtime resolves it: the CRM registers at boot, and a request that\n    // arrives before it did files nothing rather than caching a `null`.\n    timeline: () => pluginRecordTimelineWriter()?.writer ?? null,\n  }\n}\n\nexport function registerOutreachRoutes(\n  deps: OutreachEnrollRouteDeps = defaultOutreachRouteDeps(),\n): void {\n  const sequences = createOutreachSequenceRoutes(deps)\n  const enroll = createOutreachEnrollRoutes(deps)\n  const orgSubject = { subject: outreachOrgSubject }\n  registerPluginApiRoute(OUTREACH_API_ROUTES.settings, { web: createOutreachSettingsRoute(deps) }, orgSubject)\n  registerPluginApiRoute(OUTREACH_API_ROUTES.sequencesSave, { web: sequences.save }, orgSubject)\n  registerPluginApiRoute(OUTREACH_API_ROUTES.sequencesStatus, { web: sequences.status }, orgSubject)\n  registerPluginApiRoute(OUTREACH_API_ROUTES.sequencesDelete, { web: sequences.remove }, orgSubject)\n  registerPluginApiRoute(OUTREACH_API_ROUTES.enrollPreview, { web: enroll.preview }, orgSubject)\n  registerPluginApiRoute(OUTREACH_API_ROUTES.enroll, { web: enroll.confirm }, orgSubject)\n  registerPluginApiRoute(\n    OUTREACH_API_ROUTES.enrollmentsAction,\n    { web: createOutreachEnrollmentActionRoute(deps) },\n    orgSubject,\n  )\n  registerPluginApiRoute(OUTREACH_API_ROUTES.preview, { web: createOutreachPreviewRoute(deps) }, orgSubject)\n  registerPluginApiRoute(\n    OUTREACH_API_ROUTES.doNotContactDomains,\n    { web: createOutreachDoNotContactDomainsRoute(deps) },\n    orgSubject,\n  )\n}\n"],"names":["pluginRecordTimelineWriter","registerPluginApiRoute","firebaseAdmin","OUTREACH_API_ROUTES","outreachOrgSubject","createOutreachDoNotContactDomainsRoute","createOutreachEnrollRoutes","createOutreachEnrollmentActionRoute","createOutreachPreviewRoute","createOutreachSequenceRoutes","createOutreachSettingsRoute","platform","defaultOutreachRouteGateDeps","verifyIdToken","idToken","app","auth","resolveOrgPermissions","uid","context","holdsOrgCatalogPermission","orgId","key","readOrg","snapshot","firestore","collection","doc","get","exists","data","lockdownRefusal","options","defaultOutreachRouteDeps","gate","now","Date","random","Math","logOrgActivity","actor","action","target","crmViewEmails","input","stampRecordEmailState","stamp","creditCampaign","hostId","campaignIds","outcome","atMs","creditCampaignSequenceOutcome","timeline","writer","registerOutreachRoutes","deps","sequences","enroll","orgSubject","subject","settings","web","sequencesSave","save","sequencesStatus","status","sequencesDelete","remove","enrollPreview","preview","confirm","enrollmentsAction","doNotContactDomains"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAASA,0BAA0B,QAAQ,qDAAoD;AAC/F,SAASC,sBAAsB,QAAQ,sBAAqB;AAC5D,SAASC,aAAa,QAAQ,iDAAgD;AAC9E,SAASC,mBAAmB,QAAQ,6BAAyB;AAC7D,SAASC,kBAAkB,QAAQ,0CAAsC;AACzE,SAASC,sCAAsC,QAAQ,6BAAyB;AAChF,SAASC,0BAA0B,QAAsC,qBAAiB;AAC1F,SAASC,mCAAmC,QAAQ,yBAAqB;AACzE,SAASC,0BAA0B,QAAQ,sBAAkB;AAE7D,SAASC,4BAA4B,QAAQ,uBAAmB;AAChE,SAASC,2BAA2B,QAAQ,uBAAmB;AAE/D;;;;;;;;;;;CAWC,GAED,+EAA+E,GAC/E,MAAMC,WAAW,IAAM,MAAM,CAAC;AAE9B,wCAAwC,GACxC,OAAO,SAASC;IACd,OAAO;QACLC,eAAe,CAACC,UAAYZ,cAAca,GAAG,GAAGC,IAAI,GAAGH,aAAa,CAACC;QACrEG,uBAAuB,OAAOC,KAAKC,UAAY,AAAC,CAAA,MAAMR,UAAS,EAAGM,qBAAqB,CAACC,KAAKC;QAC7FC,2BAA2B,OAAOF,KAAKG,OAAOC,MAC5C,AAAC,CAAA,MAAMX,UAAS,EAAGS,yBAAyB,CAACF,KAAKG,OAAOC;QAC3DC,SAAS,OAAOF;gBAEYG;YAD1B,MAAMA,WAAW,MAAMtB,cAAca,GAAG,GAAGU,SAAS,GAAGC,UAAU,CAAC,QAAQC,GAAG,CAACN,OAAOO,GAAG;YACxF,OAAOJ,SAASK,MAAM,IAAIL,iBAAAA,SAASM,IAAI,cAAbN,iBAAmB,CAAC,IAAK;QACrD;QACAO,iBAAiB,OAAOC,UAAY,AAAC,CAAA,MAAMrB,UAAS,EAAGoB,eAAe,CAACC;IACzE;AACF;AAEA,OAAO,SAASC;IACd,OAAO;QACLR,WAAW,IAAMvB,cAAca,GAAG,GAAGU,SAAS;QAC9CS,MAAMtB;QACNuB,KAAKC,KAAKD,GAAG;QACbE,QAAQC,KAAKD,MAAM;QACnBE,gBAAgB,OAAOlB,OAAOmB,OAAOC,QAAQC,SAC3C,AAAC,CAAA,MAAM/B,UAAS,EAAG4B,cAAc,CAAClB,OAAOmB,OAAOC,QAAQC;QAC1DC,eAAe,OAAOC,QAAU,AAAC,CAAA,MAAMjC,UAAS,EAAGgC,aAAa,CAACC;QACjEC,uBAAuB,OAAOC;YAC5B,MAAM,AAAC,CAAA,MAAMnC,UAAS,EAAGkC,qBAAqB,CAACC;QACjD;QACAC,gBAAgB,OAAO,EAAEC,MAAM,EAAEC,WAAW,EAAEC,OAAO,EAAEC,IAAI,EAAE;YAC3D,MAAM,AAAC,CAAA,MAAMxC,UAAS,EAAGyC,6BAA6B,CACpD;gBAAEJ;gBAAQC;gBAAaC;gBAASC;YAAK,GACrCjD,cAAca,GAAG,GAAGU,SAAS;QAEjC;QACA,uEAAuE;QACvE,qEAAqE;QACrE,oEAAoE;QACpE4B,UAAU;;gBAAMrD;4BAAAA,8BAAAA,iDAAAA,4BAA8BsD,MAAM,mBAAI;;IAC1D;AACF;AAEA,OAAO,SAASC,uBACdC,OAAgCvB,0BAA0B;IAE1D,MAAMwB,YAAYhD,6BAA6B+C;IAC/C,MAAME,SAASpD,2BAA2BkD;IAC1C,MAAMG,aAAa;QAAEC,SAASxD;IAAmB;IACjDH,uBAAuBE,oBAAoB0D,QAAQ,EAAE;QAAEC,KAAKpD,4BAA4B8C;IAAM,GAAGG;IACjG1D,uBAAuBE,oBAAoB4D,aAAa,EAAE;QAAED,KAAKL,UAAUO,IAAI;IAAC,GAAGL;IACnF1D,uBAAuBE,oBAAoB8D,eAAe,EAAE;QAAEH,KAAKL,UAAUS,MAAM;IAAC,GAAGP;IACvF1D,uBAAuBE,oBAAoBgE,eAAe,EAAE;QAAEL,KAAKL,UAAUW,MAAM;IAAC,GAAGT;IACvF1D,uBAAuBE,oBAAoBkE,aAAa,EAAE;QAAEP,KAAKJ,OAAOY,OAAO;IAAC,GAAGX;IACnF1D,uBAAuBE,oBAAoBuD,MAAM,EAAE;QAAEI,KAAKJ,OAAOa,OAAO;IAAC,GAAGZ;IAC5E1D,uBACEE,oBAAoBqE,iBAAiB,EACrC;QAAEV,KAAKvD,oCAAoCiD;IAAM,GACjDG;IAEF1D,uBAAuBE,oBAAoBmE,OAAO,EAAE;QAAER,KAAKtD,2BAA2BgD;IAAM,GAAGG;IAC/F1D,uBACEE,oBAAoBsE,mBAAmB,EACvC;QAAEX,KAAKzD,uCAAuCmD;IAAM,GACpDG;AAEJ"}

package/src/lib/runtime/enrollment-events.d.ts

@@ -69,16 +69,18 @@ export type OutreachOptOutSource = Extract<OutreachDoNotContactReason, 'opt_out_
  *  3. every open enrollment of the address in the organization: the one it
  *     came from with the reason given, the others as `do_not_contact`;
  *  4. the lead and the contact that carry the address (AGL-3245), so the
- *     record a person reads says what the lists hold.
+ *     record a person reads says what the lists hold;
+ *  5. the person's Activity (AGL-3274): "<sequence> stopped: they opted
+ *     out", once per enrollment, under the last email it sent.
  *
  * Each is idempotent, so a second request — the link used twice, a reply
  * read by two runs — changes nothing.
  */
-export declare function recordOutreachOptOut(deps: Pick<OutreachRuntimeDeps, 'firestore' | 'optOutOfSalesTopic' | 'stampRecordEmailState'>, input: {
+export declare function recordOutreachOptOut(deps: Pick<OutreachRuntimeDeps, 'firestore' | 'optOutOfSalesTopic' | 'stampRecordEmailState' | 'timeline'>, input: {
     orgId: string;
     email: string;
     source: OutreachOptOutSource;
-    enrollment: Pick<OutreachEnrollment, 'id' | 'sequenceId' | 'hostId'> | null;
+    enrollment: Pick<OutreachEnrollment, 'id' | 'sequenceId' | 'hostId' | 'target' | 'contactId' | 'leadId'> | null;
     hostIds: readonly string[];
     detail: string | null;
     nowMs: number;

package/src/lib/runtime/enrollment-events.js

@@ -15,10 +15,12 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * See the License for the specific language governing permissions and
  * limitations under the License.
  */ import { normalizeContactEmail } from "@aglyn/aglyn/app-utils/contacts";
+import { outreachStoppedEntry } from "../engine/enrollment-activity.js";
 import { applyOutreachEnrollmentEvent } from "../engine/enrollment-state.js";
 import { OUTREACH_OPEN_ENROLLMENT_STATUSES } from "../engine/gates.js";
 import { addOutreachDoNotContact } from "../storage/do-not-contact-store.js";
-import { outreachOrgCollection, readStoredOutreachEnrollment } from "../storage/outreach-records.js";
+import { outreachEnrollmentLink, outreachOrgCollection, readStoredOutreachEnrollment, readStoredOutreachSequence } from "../storage/outreach-records.js";
+import { fileOutreachNote } from "./timeline.js";
 /**
  * Applies one event to one enrollment, with any fields the caller writes
  * beside it — its handled message ids, a postponed due time. A transition
@@ -85,7 +87,9 @@ import { outreachOrgCollection, readStoredOutreachEnrollment } from "../storage/
  *  3. every open enrollment of the address in the organization: the one it
  *     came from with the reason given, the others as `do_not_contact`;
  *  4. the lead and the contact that carry the address (AGL-3245), so the
- *     record a person reads says what the lists hold.
+ *     record a person reads says what the lists hold;
+ *  5. the person's Activity (AGL-3274): "<sequence> stopped: they opted
+ *     out", once per enrollment, under the last email it sent.
  *
  * Each is idempotent, so a second request — the link used twice, a reply
  * read by two runs — changes nothing.
@@ -141,7 +145,27 @@ import { outreachOrgCollection, readStoredOutreachEnrollment } from "../storage/
             },
             nowMs: input.nowMs
         });
-        if (own.changed) stopped += 1;
+        if (own.changed) {
+            var _ref3;
+            stopped += 1;
+            // 5. the person's record says the sequence ended (AGL-3274), once,
+            //    after the status moved — so the link used twice files once.
+            const sequenceSnapshot = await outreachOrgCollection(firestore, input.orgId, 'sequences').doc(input.enrollment.sequenceId).get();
+            const sequence = readStoredOutreachSequence(input.enrollment.sequenceId, sequenceSnapshot.exists ? sequenceSnapshot.data() : undefined);
+            const entry = outreachStoppedEntry({
+                enrollmentId: input.enrollment.id,
+                sequenceName: (_ref3 = sequence == null ? void 0 : sequence.name) != null ? _ref3 : '',
+                reason: 'opted_out'
+            });
+            await fileOutreachNote(deps, {
+                orgId: input.orgId,
+                hostId: input.enrollment.hostId,
+                link: outreachEnrollmentLink(input.enrollment),
+                dedupeKey: entry.dedupeKey,
+                body: entry.body,
+                atMs: input.nowMs
+            });
+        }
     }
     stopped += await optOutOtherOutreachEnrollments(firestore, {
         orgId: input.orgId,

package/src/lib/runtime/enrollment-events.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/runtime/enrollment-events.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport { normalizeContactEmail } from '@aglyn/aglyn/app-utils/contacts'\nimport {\n  applyOutreachEnrollmentEvent,\n  type OutreachEnrollmentEvent,\n} from '../engine/enrollment-state'\nimport { OUTREACH_OPEN_ENROLLMENT_STATUSES } from '../engine/gates'\nimport type { OutreachDoNotContactReason, OutreachEnrollment } from '../model/outreach.types'\nimport { addOutreachDoNotContact } from '../storage/do-not-contact-store'\nimport { outreachOrgCollection, readStoredOutreachEnrollment } from '../storage/outreach-records'\nimport type { OutreachRuntimeDeps } from './runtime-deps'\n\n/**\n * WHAT THE RUNTIME DOES TO ENROLLMENTS, AND TO THE LISTS BESIDE THEM\n * (AGL-2981).\n *\n * Every status change is the engine's (`applyOutreachEnrollmentEvent`),\n * written in a transaction over the one enrollment so a member's pause and a\n * run's step completion never interleave. The runtime's events name no\n * member: `stoppedByUid` stays `null`.\n */\n\ntype Firestore = FirebaseFirestore.Firestore\n\n/** The enrollment after an event, and whether the event changed it. */\nexport interface OutreachEventOutcome {\n  enrollment: OutreachEnrollment | null\n  changed: boolean\n}\n\n/**\n * Applies one event to one enrollment, with any fields the caller writes\n * beside it — its handled message ids, a postponed due time. A transition\n * the engine refuses writes only the extra fields.\n */\nexport async function applyOutreachEvent(\n  firestore: Firestore,\n  input: {\n    orgId: string\n    enrollmentId: string\n    event: OutreachEnrollmentEvent | null\n    extra?: (enrollment: OutreachEnrollment) => Record<string, unknown> | null\n    nowMs: number\n  },\n): Promise<OutreachEventOutcome> {\n  const ref = outreachOrgCollection(firestore, input.orgId, 'enrollments').doc(input.enrollmentId)\n  return firestore.runTransaction(async (transaction) => {\n    const snapshot = await transaction.get(ref)\n    const enrollment = readStoredOutreachEnrollment(input.enrollmentId, snapshot.exists ? snapshot.data() : undefined)\n    if (!enrollment) return { enrollment: null, changed: false }\n    const patch = input.event ? applyOutreachEnrollmentEvent(enrollment, input.event).patch : null\n    const extra = input.extra?.(enrollment) ?? null\n    if (!patch && !extra) return { enrollment, changed: false }\n    const written = { ...(patch ?? {}), ...(extra ?? {}), updatedAtMs: input.nowMs }\n    transaction.update(ref, written)\n    return { enrollment: { ...enrollment, ...written } as OutreachEnrollment, changed: patch !== null }\n  })\n}\n\n/**\n * Opts every OTHER open enrollment of an address in the organization out,\n * as `do_not_contact`: the person asked not to be emailed, so no sequence\n * is next. Answers how many moved.\n */\nexport async function optOutOtherOutreachEnrollments(\n  firestore: Firestore,\n  input: { orgId: string; email: string; exceptEnrollmentId: string | null; nowMs: number; detail: string },\n): Promise<number> {\n  const found = await outreachOrgCollection(firestore, input.orgId, 'enrollments')\n    .where('email', '==', input.email)\n    .get()\n  let moved = 0\n  for (const doc of found.docs) {\n    if (doc.id === input.exceptEnrollmentId) continue\n    if (!OUTREACH_OPEN_ENROLLMENT_STATUSES.includes(doc.get('status'))) continue\n    const outcome = await applyOutreachEvent(firestore, {\n      orgId: input.orgId,\n      enrollmentId: doc.id,\n      event: { type: 'opt_out', atMs: input.nowMs, reason: 'do_not_contact', detail: input.detail },\n      nowMs: input.nowMs,\n    })\n    if (outcome.changed) moved += 1\n  }\n  return moved\n}\n\n/** Where an opt-out came from. */\nexport type OutreachOptOutSource = Extract<OutreachDoNotContactReason, 'opt_out_reply' | 'unsubscribe'>\n\n/**\n * A person asked not to be emailed — by the unsubscribe link, the `mailto:`\n * or a reply — and every list that has to remember it does:\n *\n *  1. the organization's do-not-contact list, which every sequence checks\n *     before every send (its first entry for the address stands);\n *  2. the `sales` topic of each site named, which the site's own sales\n *     email reads too;\n *  3. every open enrollment of the address in the organization: the one it\n *     came from with the reason given, the others as `do_not_contact`;\n *  4. the lead and the contact that carry the address (AGL-3245), so the\n *     record a person reads says what the lists hold.\n *\n * Each is idempotent, so a second request — the link used twice, a reply\n * read by two runs — changes nothing.\n */\nexport async function recordOutreachOptOut(\n  deps: Pick<OutreachRuntimeDeps, 'firestore' | 'optOutOfSalesTopic' | 'stampRecordEmailState'>,\n  input: {\n    orgId: string\n    email: string\n    source: OutreachOptOutSource\n    enrollment: Pick<OutreachEnrollment, 'id' | 'sequenceId' | 'hostId'> | null\n    hostIds: readonly string[]\n    detail: string | null\n    nowMs: number\n    /** The reply called the email spam (AGL-3245): the record says so. */\n    complaint?: boolean\n  },\n): Promise<{ stopped: number }> {\n  const email = normalizeContactEmail(input.email)\n  if (!email) return { stopped: 0 }\n  const firestore = deps.firestore()\n  await addOutreachDoNotContact(firestore, {\n    orgId: input.orgId,\n    email,\n    reason: input.source,\n    source: 'runtime',\n    nowMs: input.nowMs,\n    enrollmentId: input.enrollment?.id ?? null,\n    sequenceId: input.enrollment?.sequenceId ?? null,\n    detail: input.detail,\n  })\n  for (const hostId of new Set(input.hostIds.filter(Boolean))) {\n    await deps.optOutOfSalesTopic({ hostId, email })\n  }\n  // 4. the record the person is (AGL-3245): the link and the header say\n  //    \"unsubscribed\"; a reply that asked is the runtime's own list entry,\n  //    and one that called the email spam is a complaint.\n  await deps.stampRecordEmailState({\n    orgId: input.orgId,\n    email,\n    state: {\n      status: input.complaint ? 'complained' : input.source === 'unsubscribe' ? 'unsubscribed' : 'do_not_contact',\n      atMs: input.nowMs,\n      source: 'sequence',\n      detail: input.detail,\n      ...(input.enrollment?.id ? { enrollmentId: input.enrollment.id } : {}),\n    },\n  })\n  let stopped = 0\n  if (input.enrollment) {\n    const own = await applyOutreachEvent(firestore, {\n      orgId: input.orgId,\n      enrollmentId: input.enrollment.id,\n      event: { type: 'opt_out', atMs: input.nowMs, reason: input.source, detail: input.detail },\n      nowMs: input.nowMs,\n    })\n    if (own.changed) stopped += 1\n  }\n  stopped += await optOutOtherOutreachEnrollments(firestore, {\n    orgId: input.orgId,\n    email,\n    exceptEnrollmentId: input.enrollment?.id ?? null,\n    nowMs: input.nowMs,\n    detail:\n      input.source === 'unsubscribe'\n        ? 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+{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/runtime/enrollment-events.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport { normalizeContactEmail } from '@aglyn/aglyn/app-utils/contacts'\nimport { outreachStoppedEntry } from '../engine/enrollment-activity'\nimport {\n  applyOutreachEnrollmentEvent,\n  type OutreachEnrollmentEvent,\n} from '../engine/enrollment-state'\nimport { OUTREACH_OPEN_ENROLLMENT_STATUSES } from '../engine/gates'\nimport type { OutreachDoNotContactReason, OutreachEnrollment } from '../model/outreach.types'\nimport { addOutreachDoNotContact } from '../storage/do-not-contact-store'\nimport {\n  outreachEnrollmentLink,\n  outreachOrgCollection,\n  readStoredOutreachEnrollment,\n  readStoredOutreachSequence,\n} from '../storage/outreach-records'\nimport type { OutreachRuntimeDeps } from './runtime-deps'\nimport { fileOutreachNote } from './timeline'\n\n/**\n * WHAT THE RUNTIME DOES TO ENROLLMENTS, AND TO THE LISTS BESIDE THEM\n * (AGL-2981).\n *\n * Every status change is the engine's (`applyOutreachEnrollmentEvent`),\n * written in a transaction over the one enrollment so a member's pause and a\n * run's step completion never interleave. The runtime's events name no\n * member: `stoppedByUid` stays `null`.\n */\n\ntype Firestore = FirebaseFirestore.Firestore\n\n/** The enrollment after an event, and whether the event changed it. */\nexport interface OutreachEventOutcome {\n  enrollment: OutreachEnrollment | null\n  changed: boolean\n}\n\n/**\n * Applies one event to one enrollment, with any fields the caller writes\n * beside it — its handled message ids, a postponed due time. A transition\n * the engine refuses writes only the extra fields.\n */\nexport async function applyOutreachEvent(\n  firestore: Firestore,\n  input: {\n    orgId: string\n    enrollmentId: string\n    event: OutreachEnrollmentEvent | null\n    extra?: (enrollment: OutreachEnrollment) => Record<string, unknown> | null\n    nowMs: number\n  },\n): Promise<OutreachEventOutcome> {\n  const ref = outreachOrgCollection(firestore, input.orgId, 'enrollments').doc(input.enrollmentId)\n  return firestore.runTransaction(async (transaction) => {\n    const snapshot = await transaction.get(ref)\n    const enrollment = readStoredOutreachEnrollment(input.enrollmentId, snapshot.exists ? snapshot.data() : undefined)\n    if (!enrollment) return { enrollment: null, changed: false }\n    const patch = input.event ? applyOutreachEnrollmentEvent(enrollment, input.event).patch : null\n    const extra = input.extra?.(enrollment) ?? null\n    if (!patch && !extra) return { enrollment, changed: false }\n    const written = { ...(patch ?? {}), ...(extra ?? {}), updatedAtMs: input.nowMs }\n    transaction.update(ref, written)\n    return { enrollment: { ...enrollment, ...written } as OutreachEnrollment, changed: patch !== null }\n  })\n}\n\n/**\n * Opts every OTHER open enrollment of an address in the organization out,\n * as `do_not_contact`: the person asked not to be emailed, so no sequence\n * is next. Answers how many moved.\n */\nexport async function optOutOtherOutreachEnrollments(\n  firestore: Firestore,\n  input: { orgId: string; email: string; exceptEnrollmentId: string | null; nowMs: number; detail: string },\n): Promise<number> {\n  const found = await outreachOrgCollection(firestore, input.orgId, 'enrollments')\n    .where('email', '==', input.email)\n    .get()\n  let moved = 0\n  for (const doc of found.docs) {\n    if (doc.id === input.exceptEnrollmentId) continue\n    if (!OUTREACH_OPEN_ENROLLMENT_STATUSES.includes(doc.get('status'))) continue\n    const outcome = await applyOutreachEvent(firestore, {\n      orgId: input.orgId,\n      enrollmentId: doc.id,\n      event: { type: 'opt_out', atMs: input.nowMs, reason: 'do_not_contact', detail: input.detail },\n      nowMs: input.nowMs,\n    })\n    if (outcome.changed) moved += 1\n  }\n  return moved\n}\n\n/** Where an opt-out came from. */\nexport type OutreachOptOutSource = Extract<OutreachDoNotContactReason, 'opt_out_reply' | 'unsubscribe'>\n\n/**\n * A person asked not to be emailed — by the unsubscribe link, the `mailto:`\n * or a reply — and every list that has to remember it does:\n *\n *  1. the organization's do-not-contact list, which every sequence checks\n *     before every send (its first entry for the address stands);\n *  2. the `sales` topic of each site named, which the site's own sales\n *     email reads too;\n *  3. every open enrollment of the address in the organization: the one it\n *     came from with the reason given, the others as `do_not_contact`;\n *  4. the lead and the contact that carry the address (AGL-3245), so the\n *     record a person reads says what the lists hold;\n *  5. the person's Activity (AGL-3274): \"<sequence> stopped: they opted\n *     out\", once per enrollment, under the last email it sent.\n *\n * Each is idempotent, so a second request — the link used twice, a reply\n * read by two runs — changes nothing.\n */\nexport async function recordOutreachOptOut(\n  deps: Pick<OutreachRuntimeDeps, 'firestore' | 'optOutOfSalesTopic' | 'stampRecordEmailState' | 'timeline'>,\n  input: {\n    orgId: string\n    email: string\n    source: OutreachOptOutSource\n    enrollment: Pick<OutreachEnrollment, 'id' | 'sequenceId' | 'hostId' | 'target' | 'contactId' | 'leadId'> | null\n    hostIds: readonly string[]\n    detail: string | null\n    nowMs: number\n    /** The reply called the email spam (AGL-3245): the record says so. */\n    complaint?: boolean\n  },\n): Promise<{ stopped: number }> {\n  const email = normalizeContactEmail(input.email)\n  if (!email) return { stopped: 0 }\n  const firestore = deps.firestore()\n  await addOutreachDoNotContact(firestore, {\n    orgId: input.orgId,\n    email,\n    reason: input.source,\n    source: 'runtime',\n    nowMs: input.nowMs,\n    enrollmentId: input.enrollment?.id ?? null,\n    sequenceId: input.enrollment?.sequenceId ?? null,\n    detail: input.detail,\n  })\n  for (const hostId of new Set(input.hostIds.filter(Boolean))) {\n    await deps.optOutOfSalesTopic({ hostId, email })\n  }\n  // 4. the record the person is (AGL-3245): the link and the header say\n  //    \"unsubscribed\"; a reply that asked is the runtime's own list entry,\n  //    and one that called the email spam is a complaint.\n  await deps.stampRecordEmailState({\n    orgId: input.orgId,\n    email,\n    state: {\n      status: input.complaint ? 'complained' : input.source === 'unsubscribe' ? 'unsubscribed' : 'do_not_contact',\n      atMs: input.nowMs,\n      source: 'sequence',\n      detail: input.detail,\n      ...(input.enrollment?.id ? { enrollmentId: input.enrollment.id } : {}),\n    },\n  })\n  let stopped = 0\n  if (input.enrollment) {\n    const own = await applyOutreachEvent(firestore, {\n      orgId: input.orgId,\n      enrollmentId: input.enrollment.id,\n      event: { type: 'opt_out', atMs: input.nowMs, reason: input.source, detail: input.detail },\n      nowMs: input.nowMs,\n    })\n    if (own.changed) {\n      stopped += 1\n      // 5. the person's record says the sequence ended (AGL-3274), once,\n      //    after the status moved — so the link used twice files once.\n      const sequenceSnapshot = await outreachOrgCollection(firestore, input.orgId, 'sequences')\n        .doc(input.enrollment.sequenceId)\n        .get()\n      const sequence = readStoredOutreachSequence(\n        input.enrollment.sequenceId,\n        sequenceSnapshot.exists ? sequenceSnapshot.data() : undefined,\n      )\n      const entry = outreachStoppedEntry({\n        enrollmentId: input.enrollment.id,\n        sequenceName: sequence?.name ?? '',\n        reason: 'opted_out',\n      })\n      await fileOutreachNote(deps, {\n        orgId: input.orgId,\n        hostId: input.enrollment.hostId,\n        link: outreachEnrollmentLink(input.enrollment),\n        dedupeKey: entry.dedupeKey,\n        body: entry.body,\n        atMs: input.nowMs,\n      })\n    }\n  }\n  stopped += await optOutOtherOutreachEnrollments(firestore, {\n    orgId: input.orgId,\n    email,\n    exceptEnrollmentId: input.enrollment?.id ?? null,\n    nowMs: input.nowMs,\n    detail:\n      input.source === 'unsubscribe'\n        ? 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package/src/lib/runtime/lead-records.d.ts

@@ -18,7 +18,7 @@ import type { PluginLeadConversionReport, PluginLeadConversionRequest } from '@a
 type Firestore = FirebaseFirestore.Firestore;
 /** A lead nobody has touched, once somebody replied: Working. `true` when it moved. */
 export declare function markOutreachLeadWorking(firestore: Firestore, input: {
-    hostId: string;
+    orgId: string;
     leadId: string;
 }): Promise<boolean>;
 /** Every enrollment made on the lead now names the contact it became. */

package/src/lib/runtime/lead-records.js

@@ -41,7 +41,8 @@ import { outreachOrgCollection } from "../storage/outreach-records.js";
 /** A lead nobody has touched, once somebody replied: Working. `true` when it moved. */ export async function markOutreachLeadWorking(firestore, input) {
     try {
         var _snapshot_data;
-        const ref = firestore.collection('hosts').doc(input.hostId).collection('leads').doc(input.leadId);
+        // A lead is one org row (AGL-3275), so the site no longer names it.
+        const ref = firestore.collection('orgs').doc(input.orgId).collection('leads').doc(input.leadId);
         const snapshot = await ref.get();
         if (!snapshot.exists) return false;
         const lead = (_snapshot_data = snapshot.data()) != null ? _snapshot_data : {};
@@ -54,7 +55,7 @@ import { outreachOrgCollection } from "../storage/outreach-records.js";
         });
         return true;
     } catch (error) {
-        console.error('[outreach] the lead could not be marked working', input.hostId, input.leadId, error);
+        console.error('[outreach] the lead could not be marked working', input.orgId, input.leadId, error);
         return false;
     }
 }

package/src/lib/runtime/lead-records.js.map

@@ -1 +1 @@
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+{"version":3,"sources":["../../../../../../../libs/plugins/outreach/src/lib/runtime/lead-records.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n/**\n * WHAT A SEQUENCE DOES TO A LEAD'S OWN RECORD (AGL-3234).\n *\n * Two touches, both on `hosts/{hostId}/leads/{leadId}` — the record system's\n * document, written in the record system's vocabulary (`@aglyn/aglyn`'s lead\n * statuses), never through an import of the CRM plugin:\n *\n *  - a REPLY moves a lead nobody has touched from New to Working. Somebody\n *    wrote back; the lead is being worked, and a queue that still showed it\n *    as New would send a rep to open a conversation already open. A lead\n *    already Working, closed, or converted is left as it is — a reply does\n *    not reopen a verdict or move a contact's record.\n *  - a CONVERSION re-points every enrollment made on the lead at the contact\n *    it became: the record system tells every plugin through its\n *    lead-conversion seam, and this is Sequences' share of it. The\n *    enrollment keeps its id, its thread and its place in the steps, and\n *    keeps naming the lead beside the contact, so both pages list it.\n *\n * Neither throws: a status that could not be moved is one a rep moves by\n * hand, and an enrollment that could not follow its lead is one the next\n * send stops as `contact_missing` and a rep re-enrolls.\n */\n\nimport { crmLeadStatus } from '@aglyn/aglyn/app-utils/crm'\nimport type {\n  PluginLeadConversionReport,\n  PluginLeadConversionRequest,\n} from '@aglyn/aglyn/plugin-manager/plugin-lead-conversion'\nimport { FieldValue } from 'firebase-admin/firestore'\nimport { outreachOrgCollection } from '../storage/outreach-records'\n\ntype Firestore = FirebaseFirestore.Firestore\n\n/** Firestore refuses a batch of more than 500 writes. */\nconst BATCH_LIMIT = 450\n\n/** A lead nobody has touched, once somebody replied: Working. `true` when it moved. */\nexport async function markOutreachLeadWorking(\n  firestore: Firestore,\n  input: { orgId: string; leadId: string },\n): Promise<boolean> {\n  try {\n    // A lead is one org row (AGL-3275), so the site no longer names it.\n    const ref = firestore.collection('orgs').doc(input.orgId).collection('leads').doc(input.leadId)\n    const snapshot = await ref.get()\n    if (!snapshot.exists) return false\n    const lead = snapshot.data() ?? {}\n    if (lead['convertedContactId'] || crmLeadStatus(lead as never) !== 'new') return false\n    await ref.set({ status: 'working', updatedAt: FieldValue.serverTimestamp() }, { merge: true })\n    return true\n  } catch (error) {\n    console.error('[outreach] the lead could not be marked working', input.orgId, input.leadId, error)\n    return false\n  }\n}\n\n/** Every enrollment made on the lead now names the contact it became. */\nexport async function followOutreachLeadToContact(\n  firestore: Firestore,\n  input: Pick<PluginLeadConversionRequest, 'orgId' | 'leadId' | 'contactId'>,\n): Promise<PluginLeadConversionReport> {\n  const enrollments = outreachOrgCollection(firestore, input.orgId, 'enrollments')\n  const rows = await enrollments.where('leadId', '==', input.leadId).get()\n  const refs = rows.docs\n    .filter((row) => row.get('target') !== 'contact' || String(row.get('contactId') ?? '') !== input.contactId)\n    .map((row) => row.ref)\n  for (let start = 0; start < refs.length; start += BATCH_LIMIT) {\n    const batch = firestore.batch()\n    for (const ref of refs.slice(start, start + BATCH_LIMIT)) {\n      batch.update(ref, { target: 'contact', contactId: input.contactId, updatedAtMs: Date.now() })\n    }\n    await batch.commit()\n  }\n  return { enrollments: refs.length }\n}\n"],"names":["crmLeadStatus","FieldValue","outreachOrgCollection","BATCH_LIMIT","markOutreachLeadWorking","firestore","input","snapshot","ref","collection","doc","orgId","leadId","get","exists","lead","data","set","status","updatedAt","serverTimestamp","merge","error","console","followOutreachLeadToContact","enrollments","rows","where","refs","docs","filter","row","String","contactId","map","start","length","batch","slice","update","target","updatedAtMs","Date","now","commit"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;;;;;;;;;;;;;;;;;;;CAqBC,GAED,SAASA,aAAa,QAAQ,6BAA4B;AAK1D,SAASC,UAAU,QAAQ,2BAA0B;AACrD,SAASC,qBAAqB,QAAQ,iCAA6B;AAInE,uDAAuD,GACvD,MAAMC,cAAc;AAEpB,qFAAqF,GACrF,OAAO,eAAeC,wBACpBC,SAAoB,EACpBC,KAAwC;IAExC,IAAI;YAKWC;QAJb,oEAAoE;QACpE,MAAMC,MAAMH,UAAUI,UAAU,CAAC,QAAQC,GAAG,CAACJ,MAAMK,KAAK,EAAEF,UAAU,CAAC,SAASC,GAAG,CAACJ,MAAMM,MAAM;QAC9F,MAAML,WAAW,MAAMC,IAAIK,GAAG;QAC9B,IAAI,CAACN,SAASO,MAAM,EAAE,OAAO;QAC7B,MAAMC,QAAOR,iBAAAA,SAASS,IAAI,cAAbT,iBAAmB,CAAC;QACjC,IAAIQ,IAAI,CAAC,qBAAqB,IAAIf,cAAce,UAAmB,OAAO,OAAO;QACjF,MAAMP,IAAIS,GAAG,CAAC;YAAEC,QAAQ;YAAWC,WAAWlB,WAAWmB,eAAe;QAAG,GAAG;YAAEC,OAAO;QAAK;QAC5F,OAAO;IACT,EAAE,OAAOC,OAAO;QACdC,QAAQD,KAAK,CAAC,mDAAmDhB,MAAMK,KAAK,EAAEL,MAAMM,MAAM,EAAEU;QAC5F,OAAO;IACT;AACF;AAEA,uEAAuE,GACvE,OAAO,eAAeE,4BACpBnB,SAAoB,EACpBC,KAA0E;IAE1E,MAAMmB,cAAcvB,sBAAsBG,WAAWC,MAAMK,KAAK,EAAE;IAClE,MAAMe,OAAO,MAAMD,YAAYE,KAAK,CAAC,UAAU,MAAMrB,MAAMM,MAAM,EAAEC,GAAG;IACtE,MAAMe,OAAOF,KAAKG,IAAI,CACnBC,MAAM,CAAC,CAACC;YAAkDA;eAA1CA,IAAIlB,GAAG,CAAC,cAAc,aAAamB,QAAOD,WAAAA,IAAIlB,GAAG,CAAC,wBAARkB,WAAwB,QAAQzB,MAAM2B,SAAS;OACzGC,GAAG,CAAC,CAACH,MAAQA,IAAIvB,GAAG;IACvB,IAAK,IAAI2B,QAAQ,GAAGA,QAAQP,KAAKQ,MAAM,EAAED,SAAShC,YAAa;QAC7D,MAAMkC,QAAQhC,UAAUgC,KAAK;QAC7B,KAAK,MAAM7B,OAAOoB,KAAKU,KAAK,CAACH,OAAOA,QAAQhC,aAAc;YACxDkC,MAAME,MAAM,CAAC/B,KAAK;gBAAEgC,QAAQ;gBAAWP,WAAW3B,MAAM2B,SAAS;gBAAEQ,aAAaC,KAAKC,GAAG;YAAG;QAC7F;QACA,MAAMN,MAAMO,MAAM;IACpB;IACA,OAAO;QAAEnB,aAAaG,KAAKQ,MAAM;IAAC;AACpC"}